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SEC Form ADV profile

WILLOW WEALTH

Real estate private fund disclosures for an investment manager based in NEW YORK, NY. Latest included filing submitted 2026-06-15.

$367 millionreported non-feeder gross assets
79reported real estate funds
73funds not marked fund-of-funds
100%report an annual audit

What the filing shows

WILLOW WEALTH reports 79 U.S.-organized real estate funds and 79 real estate funds across all reported jurisdictions. 6 are marked as fund-of-funds.

Positive minimum commitments reported across these funds range from $2 thousand to $1.0 million. That figure is what a fund reports routinely requiring from outside fund investors. It is not the manager's property investment check size.

Reported real estate funds

Sorted by gross asset value. Gross assets are reported by the manager and can overlap across master, feeder, parallel, and related fund structures.

FundOrganizedGross assetsInvestor minimumOwnersAnnual audit
YS GP TPQF I LLC805-4062155379 · Fund-of-fundsDelaware$41.7 million$15 thousand822Yes
NASHVILLE TN INVESTORS QOF II LP805-1212348226Delaware$31.9 million$7 thousand139Yes
SAVANNAH GA INVESTORS QOF II LP805-4628024586Delaware$25.9 million$50 thousand133Yes
FENIX TX INVESTORS QOF II LP805-9668747400Delaware$22.2 million$20 thousand106Yes
YS CRE TPQPF II LLC805-9473574071 · Fund-of-fundsDelaware$14.9 million$25 thousand18Yes
YS CRE TPQPF I LLC805-4608019390 · Fund-of-fundsDelaware$13.8 million$25 thousand351Yes
CDAF OFFSHORE FUND I LP805-5023876031Delaware$11.4 million$1.0 million1Yes
WEST PUTNAM INVESTORS LP805-8223338372Delaware$11.3 million$250 thousand33Yes
NASHVILLE TN INVESTORS QOF IV LP805-7747173640Delaware$9.5 million$7 thousand139Yes
WADSWORTH NC INVESTORS PARALLEL LP805-8770081601Delaware$8.7 million$7 thousand21Yes
YS GP TPQF II LLC805-6099507783 · MasterDelaware$8.2 million$25 thousand142Yes
ALPINE CA INVESTORS LP805-7449609872Delaware$7.7 million$50 thousand60Yes
FENIX TX INVESTORS QOF III LP805-9522278926Delaware$7.5 million$21 thousand57Yes
YS HGI REQ II LLC805-4876428499 · Fund-of-fundsDelaware$7.2 million$40 thousand63Yes
PRINTERS TN INVESTORS PARALLEL LP805-1198989730Delaware$6.7 million$10 thousand20Yes
MAGNOLIA CO INVESTORS PARALLEL LP805-9620429810Delaware$5.9 million$10 thousand19Yes
NASHVILLE TN INVESTORS QOF I LP805-7527677088Delaware$5.8 million$7 thousand89Yes
WADSWORTH NC INVESTORS II LP805-3362850030Delaware$5.8 million$25 thousand6Yes
PEACHTREE GA INVESTORS I LP805-8768989437Delaware$5.7 million$25 thousand76Yes
WALLER CREEK TX INVESTORS LP805-7386315760Delaware$5.6 million$25 thousand56Yes
INDIGO SC INVESTORS PARALLEL LP805-8037918587Delaware$5.4 million$7 thousand15Yes
CENTRAL FL INVESTORS PARALLEL LP805-3046281131Delaware$5.2 million$10 thousand19Yes
WADSWORTH NC INVESTORS LP805-8456675923Delaware$5.2 million$10 thousand99Yes
NASHVILLE TN INVESTORS QOF VI LP805-7634898821Delaware$5.1 million$25 thousand43Yes
WALLER CREEK TX INVESTORS II LP805-4643824142Delaware$4.8 million$5 thousand51Yes
PILOT GA INVESTORS PARALLEL LP805-9128409745Delaware$4.7 million$6 thousand19Yes
CARAMBOLA SC INVESTORS PARALLEL LP805-1971072118Delaware$4.7 million$10 thousand14Yes
PILOT GA INVESTORS LP805-5128630264Delaware$4.6 million$10 thousand69Yes
SAN FERNANDO CA INVESTORS QOF LP805-1391400943Delaware$4.3 million$25 thousand84Yes
ANN ARBOR MI INVESTORS LP805-3580584381Delaware$4.2 million$10 thousand99Yes
LAKEVIEW FL INVESTORS PARALLEL LP805-7994479111Delaware$4.0 million$4 thousand21Yes
MONTIERRA TX INVESTORS PARALLEL LP805-6755173058Delaware$3.9 million$5 thousand19Yes
LAKEVIEW FL INVESTORS LP805-4146815802Delaware$3.8 million$25 thousand92Yes
WEST PUTNAM INVESTORS PARALLEL LP805-8515803054Delaware$3.6 million$250 thousand11Yes
TELEPHONE TX INVESTORS LP805-8584410512Delaware$3.6 million$25 thousand13Yes
BELLA AZ INVESTORS LP805-9147308517Delaware$3.5 million$10 thousand50Yes
SAVANNAH GA INVESTORS QOF LP805-5411514845Delaware$3.4 million$50 thousand60Yes
YS CST REQ I LLC805-4821816677Delaware$3.3 million$15 thousand66Yes
NEWTON MA INVESTORS PARALLEL LP805-8552719223Delaware$3.0 million$13 thousand7Yes
MONTIERRA TX INVESTORS LP805-8917564112Delaware$2.4 million$25 thousand24Yes

39 additional reported funds are omitted from this table to keep the profile readable. The totals above include them.

Source and limits

Source: SEC Investment Adviser Public Disclosure, Form ADV. Firm status checked 2026-08-20. Fund detail through 2026-07-31. CRD 282487, SEC 801-107574.

Form ADV is a regulatory disclosure, not a live deal mandate. It does not report property type, target geography, current fundraising status, available capital, or whether a manager accepts unsolicited proposals. Contact the firm and review current offering documents before relying on any figure.

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