CORAL TREE MANAGEMENT, LP other names

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Adviser Profile

As of Date:

03/19/2024

Adviser Type:

- Large advisory firm


Number of Employees:

8 14.29%

of those in investment advisory functions:

7 16.67%


Registration:

SEC, Approved, 5/3/2021

AUM:

494,327,922 5.87%

of that, discretionary:

494,327,922 5.87%

Private Fund GAV:

152,567,980 31.39%

Avg Account Size:

247,163,961 5.87%


SMA’s:

NO

Private Funds:

2

Contact Info

310 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
467M 400M 334M 267M 200M 133M 67M
2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $131,783,557
Venture Capital Fund 1 $20,784,423

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Private Funds



Employees




Brochure Summary

Overview

Coral Tree Management, LP (“Coral Tree” or the “Firm”), a Delaware limited partnership, was formed in January 2021. The Firm’s principal beneficial owners are William Wynperle and Hilary Wynperle, through the Wynperle 2008 Revocable Trust, and Alan Resnikoff and Meghan Resnikoff, through The Resnikoff Family Trust. William Wynperle and Alan Resnikoff each serve as a Partner of Coral Tree (each a “Partner” and collectively, the “Partners”). Coral Tree Partners, LLC, a Delaware limited company, serves as the Firm’s general partner. Coral Tree is an investment management firm that provides advisory services on a discretionary basis to a privately offered pooled investment vehicle (the “Fund,” and collectively with any future private pooled investment vehicles to which the Firm or its affiliates provide investment advisory services, the “Funds”). The Fund is offered to qualified investors (each an “Investor” and collectively, the “Investors”). The Fund is authorized to include alternative investment vehicles (each an “AIV” and collectively, “AIVs”) established from time to time in order to permit one or more Investors to participate in one or more particular investment opportunities in a manner determined by Coral Tree to be desirable for legal, tax, regulatory or other similar reasons. AIV sponsors generally will have limited discretion to invest the assets of these vehicles independent of limitations or other procedures set forth in the organizational documents of such vehicles and the Fund. The Funds and AIVs are collectively referred to herein as the “Clients.” Coral Tree Partners GP, LP (the “General Partner”) serves as general partner to the Fund, and is a related person of and under common control with Coral Tree. While the General Partner retains management authority over the Fund’s business and affairs, Coral Tree has been delegated the role of investment adviser. Coral Tree primarily invests Fund assets in lower middle market companies with strong growth prospects across the media, entertainment, communications,
and related business services sectors, primarily in North America. Please see Item 8.A. for additional information regarding the Firm’s investment strategy. The General Partner may also offer Investors, including strategic investors, advisors, consultants, or others the opportunity to co-invest in particular portfolio investments alongside the Fund. Decisions regarding whether and to whom to offer co-investment opportunities, as well as the applicable terms, are made in the sole discretion of the General Partner. As such, co-investment opportunities may be offered to some and not other Investors, and certain persons other than Investors may be offered co-investment opportunities, in the sole discretion of the General Partner. Coral Tree’s investment management and advisory services to the Fund are provided pursuant to the terms of the Fund’s private placement memorandum and other offering documents, investment advisory agreement, limited partnership agreement or other governing documents (collectively, the “Governing Documents”). Investors cannot obtain services tailored to their individual specific needs. Coral Tree has entered into certain side letter arrangements with certain Investors providing such Investors with different or preferential rights or terms, including but not limited to, modified fee, carried interest, and other economic arrangements with respect to particular Investors, rights to opt out of particular investments, information and reporting rights, transfers to affiliates, co- investment rights, withdrawal rights due to adverse tax or regulatory events, and consent rights to obtain certain Fund agreement amendments. Except as otherwise agreed with an Investor, the General Partner is not required to disclose the terms of side letter arrangements with other Investors. Coral Tree does not participate in a wrap fee program. As of December 31, 2023, Coral Tree managed $494,327,922 of Client assets on a discretionary basis. The Firm does not currently manage any assets on a non-discretionary basis.