Willow Grove Advisors LLC

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Assets, Funds, Holdings

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Willow Grove Advisors LLC
CRD #151993
SEC #801-117042
CIK #
AUM $227.5 MM (2024-03-28)
Employees 5 (100% Investors, 0% Brokers)
Phone510-705-1693
Address1919 Addison St
Berkeley, CA 94704
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002008201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 85 26.7
(b) Individuals (high net worth individuals) 76 200.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 581 227.5
By Discretionary
Discretionary 566 222.8
Non-Discretionary 15 4.7
Total 581 227.5
By Non-United States Persons
Non-United States Persons 10.2
United States Persons 217.3
Total 581 227.5
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McDermott Investment Advisors LLC
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LotusGroup Advisors LLC
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