Form D · Other Investment Fund
Willow Tree Fund I (Offshore), LP
New York, NY · CIK 0001770399
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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2019 | Initial | Yet to sell | No comparison | 0 | SEC 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
- 021-335107
The aggregate total offering amount of the Issuer and its affiliated fund, Willow Tree Fund I, 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None | General 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 (OFFSHORE), LP
Investment adviser: WILLOW TREE CREDIT PARTNERS LP
- Gross asset value
- $143M
- Beneficial owners
- 7
- ADV minimum commitment
- $1M
Reported in Form ADV on Feb 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 1266
HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464
Filing source
Form ADV 2062535 · Feb 28, 2026 · Schedule D 7.B.(1), fund 805-3559925524
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.
| Name | Reported role |
|---|---|
| Megan Gaul | Executive, Promoter |
| Timothy Lower | Executive, Promoter |
| N/A Willow Tree Credit Partners Lp | Promoter |
| N/A Willow Tree Fund I (Offshore) Gp, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10019