Willis Asset Finance Management LLC
● SEC registered since 2025CRD 337254SEC# 801-134555Coconut Creek, FL
Ranks #4,380 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$349M
Fund GAV
$349M
Private funds
5
Employees
17
Accounts
5
Location
Coconut Creek, FL
Willis Asset Finance Management LLC assets under management
Willis Asset Finance Management LLC operates as an SEC-registered investment adviser based in Coconut Creek, FL. The firm has been registered since 2025. It reports $349 million in regulatory assets under management and employs 17 people. Willis Asset Finance Management LLC manages 5 private funds with combined gross assets of $349 million, including Willis Asset Leasing Fund I LP. By regulatory assets, it ranks 4,380 of 6,004 private fund managers.
Willis Asset Finance Management LLC private funds
5 funds · $349M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Willis Asset Leasing Fund I LP | Private Equity | $179.1M | — |
| Willis Asset Finance Fund I LP | Private Equity | $100M | — |
| Willis Asset Leasing Offshore Fund I LP | Private Equity | $70M | — |
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Join to unlock · $37/moWillis Asset Finance Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Chandler Willis Control | Chief Executive Officer | Under 5% | 2025 |
| Joshua Lawrence Butler Control | Chief Compliance Officer | Under 5% | 2025 |
| Scott Brian Flaherty Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Willis Asset Finance Management LLC manage?
Willis Asset Finance Management LLC reports $349 million in regulatory assets under management on its Form ADV.
How many private funds does Willis Asset Finance Management LLC manage?
Willis Asset Finance Management LLC manages 5 private funds with combined gross assets of $349 million.
How many employees does Willis Asset Finance Management LLC have?
Willis Asset Finance Management LLC reports 17 employees.
Where is Willis Asset Finance Management LLC located?
Willis Asset Finance Management LLC is based in Coconut Creek, FL and has been SEC-registered since 2025.
Does Willis Asset Finance Management LLC disclose fund performance?
Willis Asset Finance Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4700 Lyons Technology Parkway, Coconut Creek, FL 33073-4309 |
| Phone | (561) 349-9989 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$349MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$349Mregulatory AUM
Discretionary $349M
Service providers
Custodian
Administrator