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SYCAMORE TREE CAPITAL PARTNERS

Business and Investment Profile

The SYCAMORE TREE CAPITAL PARTNERS is a privately held investment adviser that advises $3.78Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. SYCAMORE TREE CAPITAL PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 71,215.13% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.47 years and is comprised of 1 filing and 2 relying advisers. They operate out of 2 office locations with their Headquarters at 2101 CEDAR SPRINGS ROAD SUITE 1250, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 30 employees comprised of 15 investment and 15 non-investment staff. The total number of Employees increased by 57.89% over the last 5-years.

Asset Profile

Their $3.78Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $3.75Bn or 99.33% of Total Assets and Other Investment Advisers own $25.37mn or 0.67% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Asset Backed Securities, FI/Credit - Diverse and FI/Credit - Lending, representing 94.42%, 3.23% and 2.35% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Other Investment Advisers.

Service Provider Profile

The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, management fees and performance-based fees.

Sub-Advisers

SYCAMORE TREE CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SYCAMORE TREE CAPITAL PARTNERS

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Keywords: Sycamore Tree Capital Partners, Sycamore, Tree
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