Willow Tree Capital Corp
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$185M
Investors
39
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Willow Tree Capital Corp is a Maryland corporation that first filed a Form D on January 6, 2025 and most recently amended it on December 31, 2025, describing itself as a other investment fund. The offering claims Rule 506(b) and covers equity. Willow Tree Capital Corp reported $185,000,000 sold from 39 investors in an offering of indefinite size as of the Form D filed December 31, 2025. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 450 Park Avenue, 29th Floor, New York, NY 10022.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFund Filings
Business development company (814-01797). Figures are the fund's own from Forms N-PORT and N-CEN and its repurchase filings on SEC EDGAR. "Marks" is the share of holdings at Level 3 or carried at NAV. All registered funds AltStreet tracks.
- Latest repurchase offer
- SC TO-I filed Oct 29, 2026: up to 1,361,722 shares, requests due Nov 30, 2026
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
3
latest Dec 31, 2025
Critical / warning
0 / 0
3 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold increase · Dec 31, 2025
SEC.govInvestor
- The dated record: 6 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 3 filing events with values and deltas, latest 2025-12-31, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Timothy Lower
Executive Officer, Director · New York, NY
James Roche
Director · New York, NY
Boris Onefater
Director · New York, NY
Jane Siebels
Director · New York, NY
Todd Centurino
Director · New York, NY
Mark Klingensmith
Executive Officer · New York, NY
Justin Lee
Executive Officer · New York, NY
Questions About Willow Tree Capital Corp
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Willow Tree Capital Corp?
Willow Tree Capital Corp is a Maryland corporation that filed a Form D with the SEC on December 31, 2025 as a other investment fund. The filing claims Rule 506(b) for an offering of equity.
Is Willow Tree Capital Corp legit?
AltStreet does not rate legitimacy; it reports the public record. Willow Tree Capital Corp filed a Form D with the SEC on December 31, 2025 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $185,000,000 sold to 39 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Willow Tree Capital Corp registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Willow Tree Capital Corp claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Willow Tree Capital Corp raised?
Willow Tree Capital Corp reported $185,000,000 sold from 39 investors in an offering of indefinite size as of the Form D filed December 31, 2025.
Who can invest in Willow Tree Capital Corp?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Willow Tree Capital Corp?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Willow Tree Capital Corp and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Willow Tree Capital Corp?
The Form D lists 7 related persons: Timothy Lower, executive officer, director; James Roche, director; Boris Onefater, director; Jane Siebels, director; Todd Centurino, director; Mark Klingensmith, executive officer; Justin Lee, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Willow Tree Capital Corp located?
The issuer's address on its SEC filings is 450 Park Avenue, 29th Floor, New York, NY 10022. Its phone number of record is (212) 218-1099. It is organized under the laws of Maryland.
How long is the Willow Tree Capital Corp offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Willow Tree Capital Corp?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.