Key facts
- WILLOW WEALTH is a private equity firm based in NEW YORK, NY with 1 tracked portfolio company.
- Notable positions include Wonder Group.
- WILLOW WEALTH reports $6.4M in regulatory assets under management across 120 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 282487- Regulatory AUM
- $6.4M
- Private fund assets
- $916.6M
- Private funds
- 120 · 35 private equity, 79 real estate, 6 other
- Staff
- 105
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WILLOW ASSET MANAGEMENT LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Wonder Group | — | $7.0B | — |
Frequently asked
- What companies does WILLOW WEALTH invest in?
- WILLOW WEALTH has 1 recorded portfolio companies, including Wonder Group.
- What is WILLOW WEALTH's AUM?
- WILLOW WEALTH manages approximately $6.4M in assets.