Golden Tree Asset Management,LP (New York)


Golden Tree Asset Management,LP is a large advisory firm based in New York. It manages $1.3 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Golden Tree Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Golden Tree Asset Management: assets under management

The assets under management (AUM) of Golden Tree Asset Management,LP is $1.3 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Golden Tree Asset Management,LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Golden Tree Asset Management,LP

Leon Mark Wagner has been acting as President since 1 Apr 2000. Raymond P Fernandez joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Goldentree Asset Management Llc General partner 1 Apr 2000 Other 13-4112447
Steven Andrew Tananbaum Chief executive officer 1 Apr 2000 50% - 75% 1553994
Leon Mark Wagner Chairman 1 Apr 2000 25% - 50% 847307
Thomas Hicken Shandell Vice president 1 Apr 2000 Other 1830278
Steven Todd Shapiro Vice president 1 Jun 2000 Other 2579960
Frederick Haddad Vice president 1 Sep 2000 Other 4399362
Raymond P Fernandez Chief financial officer 1 Feb 2001 Other 2963857
Treacy Beirne Gaffney Portfolio manager 1 Feb 2001 Other 1091421

Based in New York

The principal office where Golden Tree Asset Management,LP performs its advisory services is located at 300 Park Avenue, 25 Th Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-847-3500 or by fax 212-847-3535. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday.