Key facts
- WILLIS ASSET FINANCE MANAGEMENT LLC is a private equity firm based in COCONUT CREEK, FL.
- WILLIS ASSET FINANCE MANAGEMENT LLC has 1 fund on record.
- WILLIS ASSET FINANCE MANAGEMENT LLC reports $70.0M in regulatory assets under management across 5 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 337254- Regulatory AUM
- $70.0M
- Private fund assets
- $349.0M
- Private funds
- 5 · 5 private equity
- Staff
- 17
- Registered office
- COCONUT CREEK, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WILLIS ASSET FINANCE MANAGEMENT LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Willis Asset Finance Fund I LP2025—
Frequently asked
- What is WILLIS ASSET FINANCE MANAGEMENT LLC's AUM?
- WILLIS ASSET FINANCE MANAGEMENT LLC manages approximately $70.0M in assets.