PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:01 AM ET

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Timothy Lower

Named as an officer, director or promoter on SEC Form D filings · NY · Mar 18, 2019 → Jul 27, 2026

17deals (issuers)
$889.8Mreported sold
156investors
29Form D filings
2019–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Timothy Lower is listed as an executive officer, director, and promoter on 29 SEC Form D filings by 17 issuers between Mar 2019 and Jul 2026. Largest by amount reported sold: Willow Tree Capital Offshore Fund, LLC (New York, NY — pooled investment fund — 2023–2024; $223.5M reported sold to 8 investors), Willow Tree Fund II, LP (New York, NY — pooled investment fund — 2020–2022; $218.3M reported sold to 67 investors), Willow Tree Capital Corp (New York, NY — pooled investment fund — 2025; $185M reported sold to 39 investors), Willow Tree Evergreen Fund, LP (New York, NY — pooled investment fund — 2025–2026; $91M reported sold to 9 investors), Willow Tree Fund III (Unlevered), LP (New York, NY — pooled investment fund — 2025–2026; $50M reported sold to 1 investors) and 12 more (all listed below).

What this means That is a lot of deals — 17 separate companies raised money with this person listed as executive officer, director, and promoter, over about 7 years. Across those companies the filings report $889.8M sold in total.

Listed alongside Willow Tree Credit Partners LP (22 shared filings, management entity), Willow Tree Management Company, LLC (12 shared filings, management entity), Mark Klingensmith (8 shared filings), Willow Tree Evergreen Fund GP, LLC (6 shared filings, management entity), James Roche (4 shared filings) and 22 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Timothy. Each name links to their own page.

All 17 issuers belong to the sponsor group Willow Tree (17 issuers, $889.8M reported sold, 2019–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Willow Tree has 17 companies on file and $889.8M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 29 public filings for Timothy Lower and found 7 differences, 2 worth asking the sponsor about: Bankruptcy case: Timothy E. Lower; Timothy Lower appears on 4 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Timothy Lower has not run yet — it is joining a line of 45,206 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Timothy Lower..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

Timothy E. Lower closed
United States Bankruptcy Court, N.D. New York · No. 12-61648 · Filed Sep 5, 2012 · Closed Dec 19, 2012
Role of Timothy E. Lower: Debtor · Outcome: Case closed 2012-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Timothy J. Lower and Jodi Lynn Lower closed
United States Bankruptcy Court, S.D. Ohio · No. 3:05-bk-34913 · Filed May 18, 2005 · Closed Oct 5, 2005
Role of Timothy J. Lower and Jodi Lynn Lower: Debtor · Outcome: Case closed 2005-10-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in OH (not a filing state)
Timothy H. Lower closed
United States Bankruptcy Court, D. Maryland · No. 01-23096 · Filed Oct 26, 2001 · Closed Feb 5, 2002
Role of Timothy H. Lower: Debtor · Outcome: Case closed 2002-02-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in MD (not a filing state)
Timothy S. Lower closed
United States Bankruptcy Court, C.D. California · No. 8:93-bk-20627 · Filed Sep 28, 1993 · Closed Feb 9, 1994
Role of Timothy S. Lower: Debtor · Outcome: Case closed 1994-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Timothy Lower — 2 worth asking about (compared 29 filings on Oct 24, 2026)

Worth asking · Sep 5, 2012 – Dec 19, 2012

Bankruptcy case: Timothy E. Lower — filed Sep 5, 2012

United States Bankruptcy Court, N.D. New York docket "Timothy E. Lower" filed Sep 5, 2012, closed Dec 19, 2012. Timothy Lower is listed as Debtor ("Timothy E. Lower"). Our match estimate: 44%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗
Sources
Note · Jun 9, 2021

10% of the money raised went to insiders — Willow Tree Credit Partners SBIC, LP

The Jun 9, 2021 Form D/A reports $45,962,000 sold and $4,800,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Estimate of the compensation of the investment manager (an affiliate of the general partner) to be paid over the life of the fund out of the gross proceeds of the offering.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Jun 9, 2021 ↗Willow Tree Credit Partners SBIC, LP — PartnerFacts page ↗
Sources
Worth asking · Mar 18, 2019 – Sep 8, 2022

Timothy Lower appears on 4 deals that stopped filing before reaching their target

Willow Tree Fund II (Offshore), LP (last filing Sep 8, 2022; $20,999,260 sold of $1,250,000,000); Willow Tree Fund II, LP (last filing Mar 16, 2022; $218,325,740 sold of $1,250,000,000); Willow Tree Fund I (Offshore), LP (last filing Mar 18, 2019; $0 sold of $800,000,000); Willow Tree Fund I, LP (last filing Mar 18, 2019; $0 sold of $800,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Willow Tree Fund II (Offshore), LP — PartnerFacts page ↗Willow Tree Fund II, LP — PartnerFacts page ↗Willow Tree Fund I (Offshore), LP — PartnerFacts page ↗Willow Tree Fund I, LP — PartnerFacts page ↗
Sources
Note · Dec 9, 2019 – Sep 26, 2024

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Willow Tree Capital Offshore Fund, LLC (latest filing Sep 26, 2024) · No amendment in the last 12 months on an offering that may still be open — Willow Tree Fund II (Offshore), LP (latest filing Sep 8, 2022) · No amendment in the last 12 months on an offering that may still be open — Willow Tree Fund II, LP (latest filing Mar 16, 2022) · No amendment in the last 12 months on an offering that may still be open — Willow Tree Credit Partners SBIC, LP (latest filing Jun 9, 2021)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Sep 26, 2024 ↗Willow Tree Capital Offshore Fund, LLC — PartnerFacts page ↗Form D/A · Sep 8, 2022 ↗Willow Tree Fund II (Offshore), LP — PartnerFacts page ↗
Sources
Note · Sep 26, 2023 – Sep 26, 2024

Timothy Lower's role changed at Willow Tree Capital Offshore Fund, LLC: promoter → executive officer

The Sep 26, 2023 filing lists Timothy Lower as promoter; the Sep 26, 2024 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Sep 26, 2023 ↗Form D/A · Sep 26, 2024 ↗Timothy Lower — PartnerFacts page ↗Willow Tree Capital Offshore Fund, LLC — PartnerFacts page ↗
Sources
Note · Mar 18, 2019 – Dec 19, 2019

Timothy Lower is written 2 different ways on the filings

listed as "Timothy Lower" on 27 filings (from Mar 18, 2019), and "Timothy Joseph Lower" on 2 filings (from Dec 19, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Mar 18, 2019 ↗Form D · Dec 19, 2019 ↗Timothy Lower — PartnerFacts page ↗
Sources
Note · Sep 25, 2009

Same name, different state: "Timothy Lower" (FL) is a separate record

This page covers filings where the address state is NY. A separate record, "Timothy Lower" with address state FL, is listed on 1 filing — most recently by Waste Pro USA, Inc. (Sep 25, 2009). The two records do not overlap in time: this page runs Mar 18, 2019 to Jul 27, 2026; the other has one filing dated Sep 25, 2009.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Timothy Lower (FL) — PartnerFacts page ↗Form D · Sep 25, 2009 ↗Waste Pro USA, Inc. — PartnerFacts page ↗Timothy Lower (NY) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 17 offerings report sales commissions totalling $262,500; 0 report finder's fees; 1 reports proceeds to related persons totalling $4,800,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 27, 2026 D
Willow Tree Fund II-CV (Offshore Transparent), LP
File 021-592201
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via Evercore Group L.L.C. (CRD 000042405 ↗)
EDGAR ↗
Jul 27, 2026 D
Willow Tree Fund II-CV (Offshore), LP
File 021-592202
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via Evercore Group L.L.C. (CRD 000042405 ↗)
EDGAR ↗
Jul 27, 2026 D
Willow Tree Fund II-CV, LP
File 021-592203
$0$0$0None no CRD number reported
via Evercore Group L.L.C. (CRD 000042405 ↗)
EDGAR ↗
Jul 17, 2026 D/A
Willow Tree Fund III (Unlevered), LP
File 021-552089
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
HARRIS WILLIAMS BrokerCheck CRD 113930 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗		EDGAR ↗
Jul 17, 2026 D/A
Willow Tree Evergreen Fund, LP
File 021-552092
$105,000 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
HARRIS WILLIAMS BrokerCheck CRD 113930 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗
Evercore Group L.L.C. BrokerCheck CRD 42405 ↗		EDGAR ↗
Jul 17, 2026 D/A
Willow Tree Fund III (Unlevered) (Offshore), LP
File 021-552090
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
HARRIS WILLIAMS BrokerCheck CRD 113930 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗		EDGAR ↗
Jul 17, 2026 D/A
Willow Tree Evergreen Offshore Feeder, LP
File 021-552091
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
HARRIS WILLIAMS BrokerCheck CRD 113930 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗		EDGAR ↗
Dec 31, 2025 D/A
Willow Tree Capital Corp
File 021-534356
$0$0$0None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via Revere Securities LLC (CRD 14178 ↗)

None no CRD number reported
via FPCG, LLC (CRD 122341 ↗)
EDGAR ↗
Nov 18, 2025 D/A
Willow Tree Fund III (Unlevered) Rated Notes Feeder LLC
File 021-553725
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
AQUEDUCT CAPITAL GROUP, LLC BrokerCheck CRD 131452 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗		EDGAR ↗
Nov 18, 2025 D/A
Willow Tree Evergreen Rated Notes Feeder LLC
File 021-553726
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully disclosed in the Issuer's confidential offering materials.
AQUEDUCT CAPITAL GROUP, LLC BrokerCheck CRD 131452 ↗
FPCG, LLC BrokerCheck CRD 122341 ↗
Revere Securities LLC BrokerCheck CRD 14178 ↗		EDGAR ↗
Sep 26, 2024 D/A
Willow Tree Capital Offshore Fund, LLC
File 021-493065
$0$0$0None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via FPCG, LLC (CRD 122341 ↗)

None no CRD number reported
via Revere Securities LLC (CRD 14178 ↗)
EDGAR ↗
Jan 25, 2024 D
Willow Tree Capital Fund, LLC
File 021-503410
$0$0$0None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via Ineo Capital, Inc. (CRD 143262 ↗)

None no CRD number reported
via FPCG, LLC (CRD 122341 ↗)

None no CRD number reported
via Revere Securities LLC (CRD 14178 ↗)
EDGAR ↗
Sep 8, 2022 D/A
Willow Tree Fund II (Offshore), LP
File 021-402300
$35,000$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via Edgeline Capital, LLC (CRD 152774 ↗)

None no CRD number reported
via FPCG, LLC (CRD 122341 ↗)

None no CRD number reported
via Frontier Solutions, LLC (CRD 136102 ↗)

None no CRD number reported
via General Wellington Capital LLC (CRD 282139 ↗)

None no CRD number reported
via Revere Securities LLC (CRD 14178 ↗)
EDGAR ↗
Mar 16, 2022 D/A
Willow Tree Fund II, LP
File 021-383981
$122,500 (est.)$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via Edgeline Capital, LLC (CRD 152774 ↗)

None no CRD number reported
via Frontier Solutions, LLC (CRD 136102 ↗)

None no CRD number reported
via General Wellington Capital LLC (CRD 282139 ↗)

None no CRD number reported
via Pickwick Capital Partners, LLC (CRD 130672 ↗)

None no CRD number reported
via FPCG, LLC (CRD 122341 ↗)

None no CRD number reported
via Revere Securities LLC (CRD 14178 ↗)
EDGAR ↗
Jun 9, 2021 D/A
Willow Tree Credit Partners SBIC, LP
File 021-356040
$0$0$4,800,000 (est.)
Estimate of the compensation of the investment manager (an affiliate of the general partner) to be paid over the life of the fund out of the gross proceeds of the offering.
Las Olas Capital Partners BrokerCheck CRD 297905 ↗EDGAR ↗
Mar 18, 2019 D
Willow Tree Fund I (Offshore), LP
File 021-335107
$0 (est.)$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via ABG, LLC (CRD 167190 ↗)

None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via General Wellington Capital LLC (CRD 282139 ↗)
EDGAR ↗
Mar 18, 2019 D
Willow Tree Fund I, LP
File 021-335109
$0 (est.)$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None no CRD number reported
via ABG, LLC (CRD 167190 ↗)

None no CRD number reported
via Aqueduct Capital Group, LLC (CRD 131452 ↗)

None no CRD number reported
via General Wellington Capital LLC (CRD 282139 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 17

Every issuer that named Timothy Lower on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund II-CV, LP

New York, NY · Jul 27, 2026
  • Jul 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and the Managing Member of the General Partner of the Issues and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund II-CV (Offshore), LP

New York, NY · Jul 27, 2026
  • Jul 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and the Managing Member of the General Partner of the Issues and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund II-CV (Offshore Transparent), LP

New York, NY · Jul 27, 2026
  • Jul 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and the Managing Member of the General Partner of the Issues and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund III (Unlevered) (Offshore), LP

New York, NY · Jul 17, 2025 → Jul 17, 2026 · 2 filings
  • Jul 17, 2026 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 17, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund III (Unlevered), LP

New York, NY · Jul 17, 2025 → Jul 17, 2026 · 2 filings
  • Jul 17, 2026 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 17, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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Pooled Investment Fund · group: Willow Tree

Willow Tree Evergreen Offshore Feeder, LP

New York, NY · Jul 17, 2025 → Jul 17, 2026 · 2 filings
  • Jul 17, 2026 · D/A · $35,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 17, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $35M from 3 investors as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Evergreen Fund, LP

New York, NY · Jul 17, 2025 → Jul 17, 2026 · 2 filings
  • Jul 17, 2026 · D/A · $91,000,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Jul 17, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $91M from 9 investors as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Capital Corp

New York, NY · Jan 6, 2025 → Dec 31, 2025 · 2 filings
  • Dec 31, 2025 · D/A · $185,000,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 6, 2025 · D · $50,000,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $185M from 39 investors as of the latest filing. Timothy is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Evergreen Rated Notes Feeder LLC

New York, NY · Aug 5, 2025 → Nov 18, 2025 · 2 filings
  • Nov 18, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 5, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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Pooled Investment Fund · group: Willow Tree

Willow Tree Fund III (Unlevered) Rated Notes Feeder LLC

New York, NY · Aug 5, 2025 → Nov 18, 2025 · 2 filings
  • Nov 18, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 5, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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Pooled Investment Fund · group: Willow Tree

Willow Tree Capital Offshore Fund, LLC

New York, NY · Sep 26, 2023 → Sep 26, 2024 · 2 filings
  • Sep 26, 2024 · D/A · $223,500,000 sold of Indefinite · 8 investors · min. $200,000 · role: Executive Officer EDGAR ↗
  • Sep 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. $200,000 · role: Promoter EDGAR ↗

Raised $223.5M from 8 investors as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Capital Fund, LLC

New York, NY · Jan 25, 2024
  • Jan 25, 2024 · D · $0 sold of Indefinite · 0 investors · min. $200,000 · role: Promoter EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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Pooled Investment Fund · group: Willow Tree

Willow Tree Fund II (Offshore), LP

New York, NY · Jun 9, 2021 → Sep 8, 2022 · 2 filings
  • Sep 8, 2022 · D/A · $20,999,260 sold of $1,250,000,000 · 5 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and the Managing Member of the Managing Member of the General Partner of the Issuer and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗
  • Jun 9, 2021 · D · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and the Managing Member of the Managing Member of the General Partner of the Issuer and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

Raised $21M from 5 investors (2% of the $1.25B target) as of the latest filing. Timothy is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund II, LP

New York, NY · Dec 22, 2020 → Mar 16, 2022 · 3 filings
  • Mar 16, 2022 · D/A · $218,325,740 sold of $1,250,000,000 · 67 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Managing Member of the Controlling Member of the Managing Member of the General Partner of the Issuer. Mr. Lower is also the Chief Executive Officer and the Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗
  • Dec 22, 2020 · D/A · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Managing Member of the Controlling Member of the Managing Member of the General Partner of the Issuer. Mr. Lower is also the Chief Executive Officer and the Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗
  • Dec 22, 2020 · D · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Managing Member of the Controlling Member of the Managing Member of the General Partner of the Issuer. Mr. Lower is also the Chief Executive Officer and the Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

Raised $218.3M from 67 investors (17% of the $1.25B target) as of the latest filing. Timothy is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Credit Partners SBIC, LP

New York, NY · Dec 19, 2019 → Jun 9, 2021 · 2 filings
  • Jun 9, 2021 · D/A · $45,962,000 sold of $87,500,000 · 23 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Dec 19, 2019 · D · $32,156,700 sold of $87,500,000 · 18 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $46M from 23 investors (53% of the $87.5M target) as of the latest filing. Timothy is listed as executive officer, director, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund I, LP

New York, NY · Mar 18, 2019
  • Mar 18, 2019 · D · $0 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and an authorized signatory of the Managing Member of the Managing Member of the General Partner of the Issuer and is the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WT
Pooled Investment Fund · group: Willow Tree

Willow Tree Fund I (Offshore), LP

New York, NY · Mar 18, 2019
  • Mar 18, 2019 · D · $0 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Lower is the Principal and authorized signatory of the Managing Member of the Managing Member of the General Partner of the Issuer and the Chief Executive Officer and Chief Investment Officer of the Investment Adviser of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Timothy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Timothy Lower — FL, 1 issuer, Sep 25, 2009 → Sep 25, 2009 · no shared issuer

People around Timothy 27

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

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Management entity

Willow Tree Credit Partners LP

Promoter · 22 shared filings (13 issuers)

Willow Tree Credit Partners LP is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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Management entity

Willow Tree Management Company, LLC

Promoter · 12 shared filings (6 issuers)

Willow Tree Management Company, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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Management entity

Willow Tree Fund II GP, LLC

Executive Officer, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

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Management entity

Willow Tree Fund I GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

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Management entity

Willow Tree SBIC GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

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Management entity

Willow Tree Fund II-CV GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

MK
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Klingensmith

Executive Officer, Promoter · 8 shared filings (5 issuers)

Mark Klingensmith is on 5 issuers in total — a repeat sponsor. Their page lists every one.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

James Roche

Director, Executive Officer, Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

Justin Lee

Executive Officer · 3 shared filings (2 issuers) · also on 3 other issuers

Justin Lee is on 5 issuers in total — a repeat sponsor. Their page lists every one.

MG
No photo found yet (own website and image search run after this page is viewed)
Person

Megan Gaul

Executive Officer, Promoter · 3 shared filings (3 issuers) · also on 23 other issuers

Megan Gaul is on 26 issuers in total — a repeat sponsor. Their page lists every one.

MK
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Klindensmtih

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

TC
No photo found yet (own website and image search run after this page is viewed)
Person

Todd Centurino

Director · 2 shared filings (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

JS
No photo found yet (own website and image search run after this page is viewed)
Person

Jane Siebels

Director · 2 shared filings (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

BO
No photo found yet (own website and image search run after this page is viewed)
Person

Boris Onefater

Director · 2 shared filings (1 issuer) · also on 40 other issuers

Boris Onefater is on 41 issuers in total — a repeat sponsor. Their page lists every one.

AJ
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Jenkinson

Executive Officer, Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

SP
No photo found yet (own website and image search run after this page is viewed)
Person

SBIC Management LP Willow Tree Credit Partners

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

ST
No photo found yet (own website and image search run after this page is viewed)
Person

SBIC GP, LLC Willow Tree

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

MC
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Cho

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Timothy Lower. Their page shows their other deals.

The team behind the deals

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Sponsor group

Willow Tree

17 issuers · 29 filings · $889.8M reported sold · 2019–2026

One team, 17 deal companies. Timothy Lower is listed on 17 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Timothy Lower.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 14 of the 17 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Willow Tree Fund II-CV, LP, Willow Tree Fund II-CV (Offshore), LP, Willow Tree Fund II-CV (Offshore Transparent), LP, Willow Tree Evergreen Fund, LP, Willow Tree Evergreen Offshore Feeder, LP, Willow Tree Fund III (Unlevered) (Offshore), LP, Willow Tree Fund III (Unlevered), LP, Willow Tree Evergreen Rated Notes Feeder LLC, Willow Tree Fund III (Unlevered) Rated Notes Feeder LLC, Willow Tree Fund II (Offshore), LP, Willow Tree Fund II, LP, Willow Tree Credit Partners SBIC, LP, Willow Tree Fund I, LP, Willow Tree Fund I (Offshore), LP.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Timothy Lower by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 17 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Timothy Lower is listed on: none on file. No website or social profile named in Willow Tree Capital Corp's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #47,703 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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