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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

WILLOW PARTNER ADVISORS LLC

CRD 307906

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5cb17f1e-a0e8-ed7f-5dde-0d752cd2f880

Data as of Jan 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 26, 2020 to Jan 22, 2021
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-118311
CRD: 307906
Filings on the tape: 6
First filed: Feb 26, 2020
Latest filed: Jan 22, 2021
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARONSON, JASON, ALEC	CO FOUNDER, CHIEF COMPLIANCE OFFICER AND CHIEF PRODUCT OFFICER	C	yes	12/2009	Feb 26, 2020	Jan 22, 2021
ARONSON, JASON, ALEC	CO FOUNDER, CHIEF COMPLIANCE OFFICER AND CHIEF PRODUCT OFFICER	Na	yes	02/2020	Feb 26, 2020	Jan 22, 2021
MITROVIC, IVAN	CO FOUNDER AND EXECUTIVE CHIEF TECHNOLOGY OFFICER	Na	yes	02/2020	Feb 26, 2020	Jan 22, 2021
ROOSEVELT, LAURENCE, GARCIA	CO FOUNDER AND CHIEF EXECUTIVE OFFICER	C	yes	12/2009	Feb 26, 2020	Jan 22, 2021
ROOSEVELT, LAURENCE, GARCIA	CO FOUNDER AND CHIEF EXECUTIVE OFFICER	Na	yes	02/2020	Feb 26, 2020	Jan 22, 2021
WILLOW NETWORK, INC	Owner	E	yes	02/2020	Feb 26, 2020	Jan 22, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Jan 22, 2021	n/a	n/a	3	1	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	n/a	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (4)

← ARONSON, JASON, ALECOwnerCO FOUNDER, CHIEF COMPLIANCE OFFICER AND CHIEF PRODUCT OFFICER, ownership code C, individual
Feb 26, 2020 to presentfactForm ADV
← ROOSEVELT, LAURENCE, GARCIAOwnerCO FOUNDER AND CHIEF EXECUTIVE OFFICER, ownership code C, individual
Feb 26, 2020 to presentfactForm ADV
← MITROVIC, IVANOwnerCO FOUNDER AND EXECUTIVE CHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Feb 26, 2020 to presentfactForm ADV
← WILLOW NETWORK, INCOwnerOWNER, ownership code E, domestic entity
Feb 26, 2020 to presentfactForm ADV

Dated events

Occurred
Jun 29, 2020
Control person left
Walt Doyle (Co Founder And Executive Chair) no longer on Schedule A of Willow Partner Advisors Llc (listed 2020-04-03, absent 2020-06-29)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2020
First Form ADV filing
Willow Network, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5cb17f1e-a0e8-ed7f-5dde-0d752cd2f880
First observed: Feb 26, 2020
Last observed: Jan 22, 2021 68 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLOW PARTNER ADVISORS LLC

CRD 307906

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5cb17f1e-a0e8-ed7f-5dde-0d752cd2f880

Data as of Jan 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARONSON, JASON, ALEC

CO FOUNDER, CHIEF COMPLIANCE OFFICER AND CHIEF PRODUCT OFFICER

yes

12/2009

Feb 26, 2020

Jan 22, 2021

ARONSON, JASON, ALEC

CO FOUNDER, CHIEF COMPLIANCE OFFICER AND CHIEF PRODUCT OFFICER

yes

02/2020

Feb 26, 2020

Jan 22, 2021

MITROVIC, IVAN

CO FOUNDER AND EXECUTIVE CHIEF TECHNOLOGY OFFICER

yes

02/2020

Feb 26, 2020

Jan 22, 2021

ROOSEVELT, LAURENCE, GARCIA

CO FOUNDER AND CHIEF EXECUTIVE OFFICER

yes

12/2009

Feb 26, 2020

Jan 22, 2021

ROOSEVELT, LAURENCE, GARCIA

CO FOUNDER AND CHIEF EXECUTIVE OFFICER

yes

02/2020

Feb 26, 2020

Jan 22, 2021

WILLOW NETWORK, INC

Owner

yes

02/2020

Feb 26, 2020

Jan 22, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Jan 22, 2021

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

n/a