Willow Wealth

Real Estate SEC-registered adviser

Legal name: Willow Asset Management LLC

New York, NY Website LinkedIn X

AUM

$1.6B
Regulatory AUM

Private funds

120
Real Estate 79 · Private Equity 35 · Other 6

Private fund assets

$906.9M
Gross asset value

Employees

105

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Jun 15, 2026). View on SEC

People(2)

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

M
Mitchell Caplan
Chief Executive Officer
Source: SEC Form ADV
T
Thomas Williams
Chief Investment Officer
Source: SEC Form ADV

Funds(120)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ys PE Direct Tpqf II LLCPrivate Equity$4.5M$922K27Jan 2026Warm
Ys St Notes LLCOther$187.8M$179.6M1,867Sep 2025Cool
Ys PE Direct Tpqf III LLCPrivate Equity$7.3M$6.5M157Jul 2025Cool
Ys Bwa Lf VII LLCPrivate Equity$32.4M$13.8M322Jul 2025Cool
Ys Op Tpqf I LLCPrivate Equity$10.8M$7.1M146Jul 2025Cool
Ys Clo LLCOther$14.1M$27.1M605Apr 2025Cool
Ys Af X LLCPrivate Equity$6.7M$3.4M66Jan 2025Cool
Ys Lf Fw IV LLCOther$17.1M$4.4M113Nov 2024Cool
Ys GP Tpqf I LLCReal Estate$41.7M$21.8M435Oct 2024Cool
Ys VC Tpqf II LLCPrivate Equity$11.8M$3.9M102Oct 2024Cool
Ys Crpt Tpqf I LLCPrivate Equity$9.7M$7.2M214Oct 2024Cool
Ys Op Tpqf II LLCPrivate Equity$5.2M$5.4M157Oct 2024Cool
Ys Crpt Tpqf III Tef LLCPrivate Equity$1.8M$608K17Oct 2024Cool
Ys Op Tpqf I Tef LLCPrivate Equity$1.8M$240K8Oct 2024Cool
Ys Crpt Tpqf III LLCPrivate Equity$10.3M$3.4M97Oct 2024Cold

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
282487
SEC file number
801-107574

Sources