CORAL TREE MANAGEMENT, LP
Adviser information for CORAL TREE MANAGEMENT, LP last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $494.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $494.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $494.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121135 |
|---|---|
| SEC ERA File Number | 801-121135 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313118 |
| Legal Entity Identifier | None |
Principal Office
11911 SAN VICENTE BLVDSUITE 245
LOS ANGELES
CA
United States
Monday - Friday, 9AM - 5PM PT
Tel: 424-268-9990, Fax: None
Chief Compliance Officer
ALAN RESNIKOFF
PARTNER, MANAGING MEMBER
11911 SAN VICENTE BLVD
SUITE 245
LOS ANGELES
CA
United States
Tel:
310-467-1686
A*********@**************M
(Full email address available in API data)
Regulatory Contact
WILLIAM WYNPERLE
PARTNER, MANAGING MEMBER
11911 SAN VICENTE BLVD
SUITE 245
LOS ANGELES
CA
United States
Tel:
818-731-2835
W********@**************M
(Full email address available in API data)
Industry Affiliates
| CORAL TREE PARTNERS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CORAL TREE PARTNERS UGP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORAL TREE PARTNERS, LP | Private Equity Fund | $131.8M | $10.0M | 40 |
| CORAL TREE SPARK CO-INVEST LP | Venture Capital Fund | $20.8M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CORAL TREE PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2021 | < 5% |
| WYNPERLE 2008 REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2021 | 50-75% |
| THE RESNIKOFF FAMILY TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2021 | 25-50% |
| WYNPERLE, WILLIAM, JOHN | Individual | WYNPERLE 2008 REVOCABLE TRUST | TRUSTEE | 08/2018 | |
| WYNPERLE, HILARY, KATE | Individual | WYNPERLE 2008 REVOCABLE TRUST | TRUSTEE | 08/2018 | |
| RESNIKOFF, ALAN, HENRI | Individual | THE RESNIKOFF FAMILY TRUST | TRUSTEE | 10/2014 | |
| RESNIKOFF, MEGHAN, PHILIPS | Individual | THE RESNIKOFF FAMILY TRUST | TRUSTEE | 10/2014 | |
| WYNPERLE 2008 REVOCABLE TRUST | Domestic Entity | CORAL TREE PARTNERS, LLC | MEMBER | 01/2021 | 50-75% |
| THE RESNIKOFF FAMILY TRUST | Domestic Entity | CORAL TREE PARTNERS, LLC | MEMBER | 01/2021 | 25-50% |
| WYNPERLE, WILLIAM, JOHN | Individual | – | PARTNER, MANAGING MEMBER | 01/2021 | < 5% |
| RESNIKOFF, ALAN, HENRI | Individual | – | CHIEF COMPLIANCE OFFICER, PARTNER, & MANAGING MEMBER | 01/2021 | < 5% |