WILLIS ASSET FINANCE MANAGEMENT LLC
Coconut Creek, United States · CRD 337254
SEC-registered investment adviser since 2025 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$349.0m
- Main clients (by assets)Private funds 100%
- Private funds5 · $349.0m gross assets
- Form ADV · 2026-03-30SEC adviser record
- Kindprivate equity
- Others nearbyPompano Beach, FL
As an employer
- Staff (Form ADV)17 · 15 in investment roles
- Offices in1 country
- Private fundsprivate equity 5