Willis Asset Finance Management

Private Equity SEC-registered adviser

Legal name: Willis Asset Finance Management LLC

Coconut Creek, FL

AUM

$349.0M
Regulatory AUM

Private funds

5
Private Equity 5

Private fund assets

$349.0M
Gross asset value

Employees

17

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

A
Chief Executive Officer

Funds(5)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Willis Asset Leasing Offshore Fund I LPPrivate Equity$70.0M——Mar 2026Warm
Willis Asset Leasing Fund I LPPrivate Equity$179.1M——Dec 2025Warm
Willis Asset Finance Fund I LPPrivate Equity$100.0M——Dec 2025Warm
Willis Asset US Master Fund I LPPrivate Equity————
Willis Asset International Master Fund I LPPrivate Equity————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
337254
SEC file number
801-134555

Sources