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
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Willis Asset Leasing Offshore Fund I LP | Private Equity | $70.0M | — | — | Mar 2026 | Warm |
| Willis Asset Leasing Fund I LP | Private Equity | $179.1M | — | — | Dec 2025 | Warm |
| Willis Asset Finance Fund I LP | Private Equity | $100.0M | — | — | Dec 2025 | Warm |
| Willis Asset US Master Fund I LP | Private Equity | — | — | — | — | |
| Willis Asset International Master Fund I LP | Private 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
- SEC Form ADV Oct 14, 2026