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Chief Executive Officer · Willow Wealth

Mitchell H. Caplan

CRD 2320793 · Named on Form ADV at one SEC-registered adviser

At a glance

Willow Wealth, an SEC-registered private fund adviser based in New York, NY with $1.6 billion in regulatory assets, lists Mitchell H. Caplan on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Willow WealthChief Executive OfficerPrivate fund adviser · New York, NY · $1.6B in regulatory assets

AtlasMembers

Mitchell’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mitchell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.