SourcingSourcing

WILLOW PARTNER ADVISORS, LLC

C42
CRD 333917·SEC 801-131624·PRIDES CROSSING, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILLOW PARTNER ADVISORS, LLC
CRD
333917
SEC file #
801-131624
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other977

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
10 advisors → 5 advisors▼ -50%
Primary office
PRIDES CROSSING MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
my.trustwillow.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLOW NETWORK, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WILLOW NETWORK, INC.
ROOSEVELT, LAURENCE, GARCIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
ROOSEVELT, LAURENCE, GARCIA
Executive Officer · 2.5%
7233472
DITATA, CHRISTOPHER, A
Executive Officer · 2.5%
8208935
ADRIAN TODD COLARUSSO
IAR
6501707