Nut Tree Capital Management, LP (New York)


Nut Tree Capital Management, LP is a large advisory firm based in New York. It manages $1.07 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015.

Nut Tree Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nut Tree Capital Management: assets under management

The assets under management (AUM) of Nut Tree Capital Management, LP is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 783% since the beginning of its operation, and $647.56 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nut Tree Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nut Tree Capital Management serves?

The only and largest group of clients of Nut Tree Capital Management is pooled investment vehicles with 3 clients and $1.07 billion of assets under management. Among the 6 most similar advisory firms, Nut Tree Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.07 billion for 3 clients. 61% of the firm’s clients are foreign persons or businesses.

Nut Tree Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Nut Tree Capital Management, LP

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Nut Tree Capital Management Gp General partner 1 Jun 2015 Other 47-4304590
Jared Rafael Nussbaum Managing partner and chief investment officer 1 Jun 2015 50% - 75% 6590592
Benjamin Nmn Dominguez Chief compliance officer and chief operating officer 1 Jul 2015 Other 5076477
Benjamin Dominguez Chief compliance officer and chief operating officer 1 Jul 2015 Other 5076477
Nut Tree Family Associates Ii Llc Partner 1 Jul 2017 25% - 50% 82-1784426

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ellie Nmn Miller Trustee 1 Dec 2016 Other 6928006
Beneficial Trust I Member 1 Jun 2017 25% - 50% 81-6996548
Beneficial Trust Ii Member 1 Jun 2017 25% - 50% 81-6996561
Beneficial Trust Iii Member 1 Jun 2017 25% - 50% 81-6998650
Jared Rafael Nussbaum Managing member 1 Jun 2017 Other 6590592

Based in New York

The principal office where Nut Tree Capital Management, LP performs its advisory services is located at Two Penn Plaza, New York, NY 10121, 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 212-418-1290. The normal business hours are 8:00 am -- 6:00 pm on Monday - Friday. You can find more information about the New York firm at nuttreecapital.com.