Updated:
Willis Asset Finance Management
WILLIS ASSET FINANCE MANAGEMENT LLC is an SEC-registered investment adviser in COCONUT CREEK, FL, registered since 2025. The firm manages approximately $349...
Willis Asset Finance Management
WILLIS ASSET FINANCE MANAGEMENT LLC is an SEC-registered investment adviser in COCONUT CREEK, FL, registered since 2025. The firm manages approximately $349 million in assets. It has 17 employees and 15 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Willis Asset Finance Management?
No named principals or investment decision-makers have been publicly identified for Willis Asset Finance Management LLC. The firm has no website or LinkedIn profile listing its leadership, and no news articles name its operators. Any details on governance or investment authority remain undisclosed.
What investment strategy does Willis Asset Finance Management pursue?
The firm's investment strategy is not publicly documented. Its name suggests a focus on asset finance—potentially structured credit, equipment leasing, or receivables—but no confirmations exist. The firm has not disclosed target sectors, asset classes, or geographic preferences.
Is Willis Asset Finance Management a family office or an external manager?
There is no public indication that Willis Asset Finance Management operates as a family office. Its registration as a limited liability company and the absence of any named family suggest it may function as an asset manager, but this is unconfirmed. No filings or announcements clarify its structure.
Does Willis Asset Finance Management manage capital for external investors?
No information exists about whether the firm manages capital for third-party investors or solely for internal purposes. The firm has not registered as an investment adviser with the SEC or disclosed any pooled investment vehicles. Its client base and AUM remain unknown.
Where is Willis Asset Finance Management headquartered?
The firm's headquarters city and state have not been made public. Its registration as a Delaware limited liability company is on record, but a specific operating address is not available. No additional offices have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: