Form D · Other Investment Fund

Willow Tree Fund I, LP

New York, NY · CIK 0001770422

Offering snapshot reported Mar 18, 2019 · SEC filing

Reported sold
Yet to sell
Offering amount: $800M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 18, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-335109
The aggregate total offering amount of the Issuer and its affiliated fund, Willow Tree Fund I (Offshore), LP will be $800,000,000, subject to change by the General Partner. The amounts reflected in this Form D pertain only to the Issuer
Limited Partnership Interests. The General Partner, in its sole discretion, may accept a lesser amount than the minimum investment amount of $1,000,000.
The Issuer or its affiliates will pay commissions to the persons listed in Item 12. The amounts of such payments cannot be estimated at this time.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNoneGeneral Wellington Capital LLC · CRD 282139

Source: Form D, filed Mar 18, 2019. 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 FUND I, LP

Investment adviser: WILLOW TREE CREDIT PARTNERS LP

Gross asset value
$229M
Beneficial owners
40
ADV minimum commitment
$1M

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, 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 US BANK NA BOSTON, Massachusetts, United States Related to adviser: No
Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC CHARLOTTE, North Carolina, 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 593C3GZG957YOJPS2Z63

US BANK NA
LEI 6BYL5QZYBDK8S7L73M02

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

Filing source

Form ADV 2131594 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-1556761336

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
NameReported role
Megan Gaul Executive, Promoter
Timothy Lower Executive, Promoter
N/A Willow Tree Credit Partners Lp Promoter
N/A Willow Tree Fund I Gp, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
640 Fifth Avenue, 21 St Floor
New York, NY, 10019