82
Willow Tree Fund III (Unlevered), LP files an open-ended other fund fund
New fund · Other fund · Pre-first close · Offering Indefinite · NEW YORK, NY · filed 2025-07-17
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
42
Willow Tree Fund III (Unlevered), LP updates its Form D — $50M sold
Fund raise update · Other fund · Open-ended · NEW YORK, NY · Form D/A filed 2026-07-17 · all Willow Tree vehicles
3(c)(7) — qualified purchasersCapital closing now
How this compares
- Across 240 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
- This is the sponsor's 3rd fund launch on EDGAR; the previous one, Willow Tree Fund III (Unlevered) (Offshore), LP, was filed 12 months earlier.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Raise progress
Sold rose to $50M (+$50M, +1 investor) in 365 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-07-17 | D | $0 | 0 | |
| 2026-07-17 | D/A | $50M | 1 | +$50M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Willow Tree on EDGAR
Earlier and related filings by the same issuer and sponsor. All Willow Tree vehicles →
72
Willow Tree Fund II-CV (Offshore Transparent), LP files an open-ended other fund fund
New fund · Other fund · Pre-first close · Offering Indefinite · NEW YORK, NY · filed 2026-07-27
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
72
Willow Tree Fund II-CV (Offshore), LP files an open-ended other fund fund
New fund · Other fund · Pre-first close · Offering Indefinite · NEW YORK, NY · filed 2026-07-27
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
82
Willow Tree Fund II-CV, LP files an open-ended other fund fund
New fund · Other fund · Pre-first close · Offering Indefinite · NEW YORK, NY · filed 2026-07-27
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
42
Willow Tree Fund III (Unlevered) (Offshore), LP updates its Form D — $20M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $20M · NEW YORK, NY · filed 2026-07-17
Sold rose to $NaN (+$20M, +1 investor) in 365 days since the previous filing.
3(c)(7) — qualified purchasersCapital closing now
72
Willow Tree Fund III (Unlevered) (Offshore), LP files an open-ended other fund fund
New fund · Other fund · Pre-first close · Offering Indefinite · NEW YORK, NY · filed 2025-07-17
3(c)(7) — qualified purchasersPre-first closeFirst filing by this entity
Registered adviser
name matchWILLOW TREE CAPITAL CORP ADVISORS LLC
- Registration
- SEC-registered adviser · since 2023-10-25
- Regulatory AUM
- $1.2B
- Employees
- 21
- Private funds on Form ADV
- Yes
- Office
- New York, NY
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
Schedule D for this adviser has not been read yet; it is queued.
Other Form D filings by this adviser
10 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| Timothy Lower | Executive Officer, Promoter |
| N/A Willow Tree Fund III (Unlevered) GP, LLC | Promoter |
| N/A Willow Tree Management Company, LLC | Promoter |
| N/A Willow Tree Credit Partners LP | Promoter |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Mark Klingensmith, CFO of Controlling Mbr of Mng Mbr of GP of Issuer.
Placement agents / sales compensation: HARRIS WILLIAMS; FPCG, LLC; Revere Securities LLC
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.