Goldentree Asset Management Credit Advisor LLC
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Learn more about Goldentree Asset Management Credit Advisor LLC
Overview
Goldentree Asset Management Credit Advisor LLC operates as a financial advisory firm headquartered in New York, New York. The firm administers $668.6 million in assets under management over one client account, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Goldentree Asset Management Credit Advisor LLC has a large group, including 70 financial advisors. Goldentree Asset Management Credit Advisor LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, bonds and options.
Goldentree Asset Management Credit Advisor LLC administers all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without needing the customer's authorization. The advisory firm's average account size is $668.6 million. The typical advisor at Goldentree Asset Management Credit Advisor LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Goldentree Asset Management Credit Advisor LLC's central office is located at 300 Park Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Goldentree Asset Management Credit Advisor LLC by the Numbers
$668.6 million
280
1
$668.6 million
Fee Structure
Fees for financial advice vary depending on which service is provided. Fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Goldentree Asset Management Credit Advisor LLC's largest client group is investment companies. None of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Goldentree Asset Management Credit Advisor LLC does not have any disclosures.
Please visit its Form ADV for more details.
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