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Willow Asset Management LLC

● SEC registered since 2016CRD 282487SEC# 801-107574New York, NY
Export (members)
Ranks #2,418 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.64B
Fund GAV
$916.6M
Private funds
120
Employees
105
Accounts
411
Location
New York, NY

Willow Asset Management LLC assets under management

Willow Asset Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2016. It reports $1.6 billion in regulatory assets under management and employs 105 people. Willow Asset Management LLC manages 120 private funds with combined gross assets of $916.6 million, including Ys St Notes LLC. By regulatory assets, it ranks 2,418 of 6,004 private fund managers.

Willow Asset Management LLC private funds

120 funds · $916.6M GAV
FundTypeGross assetsMin.
Ys St Notes LLCOther Private$187.8M$500
Ys GP Tpqf I LLCReal Estate$41.7M$15K
Ys Bwa Lf VII LLCPrivate Equity$32.4M$25K
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Willow Asset Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Jeffrey MoskatelChief Compliance OfficerUnder 5%2025
Karan Anil Vazirani ControlChief Financial OfficerUnder 5%2024
Mitchell Harris Caplan ControlChief Executive OfficerUnder 5%2025
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Frequently asked questions

How much does Willow Asset Management LLC manage?

Willow Asset Management LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Willow Asset Management LLC manage?

Willow Asset Management LLC manages 120 private funds with combined gross assets of $916.6 million.

How many employees does Willow Asset Management LLC have?

Willow Asset Management LLC reports 105 employees.

Where is Willow Asset Management LLC located?

Willow Asset Management LLC is based in New York, NY and has been SEC-registered since 2016.

Does Willow Asset Management LLC disclose fund performance?

Willow Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address245 Fifth Avenue, 21st Floor, New York, NY 10016
Phone844-943-5378
Office hours9-6
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.64B▼ 12%
Mar '25 — $1.86BApr '25 — $1.86BMay '25 — $1.86BJun '25 — $1.86BJul '25 — $1.86BAug '25 — $1.86BSep '25 — $1.86BOct '25 — $1.86BNov '25 — $1.86BDec '25 — $1.86BJan '26 — $1.86BFeb '26 — $1.86BMar '26 — $1.64BApr '26 — $1.64BMay '26 — $1.64BJun '26 — $1.64B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$1.64Bregulatory AUM
Discretionary $1.64B

Fund type mix

Real Estate79
Private Equity35
Other Private6