Form D · Other Investment Fund

Willow Tree Credit Partners SBIC, LP

New York, NY · CIK 0001797230

Offering snapshot reported Jun 9, 2021 · SEC filing

Reported sold: $46M
Investors reported: 23
Minimum accepted: $0
First sale: Dec 9, 2019

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$32,156,700 → $45,962,000
Reported investors18 → 23

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 9, 2021	Amendment	$45,962,000	$13,805,300vs Dec 19, 2019	23	SEC filing
Dec 19, 2019	Initial	$32,156,700	No comparison	18	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-356040

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Las Olas Capital Partners	297905

Source: Form D, filed Jun 9, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WILLOW TREE CREDIT PARTNERS SBIC, LP

Investment adviser: WILLOW TREE CREDIT PARTNERS SBIC MANAGEMENT LP

Gross asset value: $150M
Beneficial owners: 26
ADV minimum commitment: $250K

Reported in Form ADV on Sep 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WILMINGTON, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No

Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No

Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No

Marketer LAS OLAS CAPITAL PARTNERS, LLC FORT LAUDERDALE, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITY NATIONAL BANK
LEI 549300MEMKSF7703ZQ25

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

LAS OLAS CAPITAL PARTNERS, LLC
CRD 297905 · SEC 8-70155

Filing source

Form ADV 2131383 · Sep 8, 2026 · Schedule D 7.B.(1), fund 805-6051039345

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Megan Gaul	Executive
Mark Klingensmith	Executive
Timothy Joseph Lower	Director, Executive, Promoter
James Joseph Roche	Director, Executive, Promoter
Sbic Gp, Llc Willow Tree	Executive
Sbic Management Lp Willow Tree Credit Partners	Promoter
N/A Willow Tree Credit Partners Sbic Management Lp	Promoter
N/A Willow Tree Sbic Gp, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

450 Park Avenue, 29th Floor
New York, NY, 10022