Goldentree Asset Management LP (New York)


Goldentree Asset Management LP is a large advisory firm based in New York. It manages $26.72 billion of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, New York, and Texas.

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

Goldentree Asset Management: assets under management

The assets under management (AUM) of Goldentree Asset Management LP is $26.72 billion. The firm's AUM has grown by 287% since the beginning of its operation, and $21.63 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $26.7 billion in discretionary accounts and $19.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.88 million.
Goldentree Asset Management has custody of $18.37 billion in cash and securities for 41 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 47% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 29% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldentree Asset 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 Robert Matza serves?

The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Robert Matza is pooled investment vehicles with 50 clients and $17.65 billion of assets under management. Among the 10 most similar advisory firms, Goldentree Asset Management has the 5th lowest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $26.72 billion for 93 clients. 52% of the firm’s clients are foreign persons or businesses.

Goldentree Asset Management also advises several private funds. Namely, twenty three hedge funds, five other private funds, and eight securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Goldentree Asset Management LP

The company employs 250 people that are either part- or full-time employees. 16 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 11 people 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.

Robert Matza has been acting as President since 1 Jan 2006. Deeb Amin Salem joined the executive team most recently as the Head Trader.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Goldentree Asset Management Llc General partner 1 Apr 2000 Other 13-4112447
Steven Andrew Tananbaum Managing partner and chief investment officer 1 Apr 2000 25% - 50% 1553994
Leon Mark Wagner Chairman 1 Apr 2000 Other 847307
Thomas Hicken Shandell Senior portfolio manager 1 Apr 2000 Other 1830278
Joshua Adam Press Head of trading 1 May 2000 Other 2362580
Steven Todd Shapiro Portfolio manager 1 Jun 2000 Other 2579960
Frederick Haddad Portfolio manager 1 Sep 2000 Other 4399362
Frederick Saleem Haddad Portfolio manager 1 Sep 2000 Other 4399362
Treacy Beirne Gaffney Portfolio manager 1 Feb 2001 Other 1091421
Raymond P Fernandez Chief financial officer 1 Feb 2001 Other 2963857
David Hollis Allen Senior portfolio manager 1 Jan 2003 Other 2265194
Frank Batton Jordan Head of client service 1 Jan 2003 Other 702016
Barry Ian Ritholz General counsel 1 Feb 2003 Other 2731635
Corey Scott Geis Head of trading 1 Feb 2003 Other 2609204
Jonathan Ezrow Senior portfolio manager 1 Jul 2003 Other 2085052
Thomas M O'shea Senior portfolio manager 1 Jan 2004 Other 4752702
Oliver Erik Wriedt Director of marketing 1 May 2004 Other 4483991
Adam Gregory Tuckman Portfolio manager 1 Jan 2005 Other 3086869
Thomas Murray Shapiro Portfolio manager 1 Feb 2005 Other 5051365
George Travers Chief compliance officer 1 Jun 2005 Other 2596965
George Nmn Travers Chief compliance officer 1 Jun 2005 Other 2596965
William Daniel Christian Chief operating officer 1 Sep 2005 Other 5050255
Lucy Clare Panter Portfolio manager 1 Sep 2005 Other 4242468
Robert Matza President 1 Jan 2006 Other 1367418
Robert Nmn Matza President 1 Jan 2006 Other 1367418
Jeffrey Neil Brown Portfolio manager 1 May 2006 Other 4234354
Keri Mcginness Chief financial officer 1 Jun 2006 Other 5297706
Michael Evan Meyers Portfolio manager 1 Oct 2006 Other 2082174
Lee Spencer Kruter Portfolio manager 1 Mar 2007 Other 2790712
Vijay P Rajguru Partner 1 Apr 2007 Other 2516784
Vijay Nmn Rajguru Partner 1 Apr 2007 Other 2516784
Wilfred A Finnegan Portfolio manager 1 Jul 2007 Other 1148309
Joseph Ali Naggar Portfolio manager 1 Oct 2007 Other 2788702
Kathryn Layne Sutherland Head of marketing 1 Jun 2008 Other 3146357
Ted Lodge Partner 1 Dec 2008 Other 5651200
Ted Stuart Lodge Partner 1 Dec 2008 Other 5651200
Corey Scott Geis Partner 1 Jan 2009 Other 2609204
Brian Charles Pennington Chief risk officer 1 Aug 2009 Other 1581019
Thomas Hicken Shandell Portfolio manager 1 Oct 2009 Other 1830278
Thomas Patrick Humphrey Global co-head marketing 1 Mar 2010 Other 1705807
Timothy Patrick Collins Director of capital sourcing 1 Apr 2010 Other 2563019
Jeffrey Aaron Burke Portfolio manager 1 Jan 2011 Other 2911392
Robert Ira Sherman Partner 1 Jan 2011 Other 1339795
Daniel David Ornstein Co-head of trading 1 Jul 2012 Other 2907273
Deeb A Salem Portfolio manager 1 Aug 2012 Other 4434207
Said Saffari Partner 1 Aug 2013 Other 2908713
Laurie Katz Partner 1 Jan 2014 Other 6314566
Seyavash Sarabi Partner 1 Jan 2014 Other 4433526
Pierre De Chillaz Portfolio manager 1 Jan 2014 Other 6316374
Laurie Ann Katz Partner 1 Jan 2014 Other 6314566
Seyavash Nmn Sarabi Partner 1 Jan 2014 Other 4433526
Pierre Marie De Chillaz Portfolio manager 1 Jan 2014 Other 6316374
Anthony John Guido Portfolio manager 1 Jan 2015 Other 4044094
Patrick M Dyson Portfolio manager 1 Jan 2015 Other 4196145
Dean Merritt Partner 1 Jan 2015 Other 6463051
Patrick Mcferrin Dyson Portfolio manager 1 Jan 2015 Other 4196145
Dean Edward Merritt Partner 1 Jan 2015 Other 6463051
Brendan Paul Mcdonough Partner 1 Jul 2015 Other 4878544
Brendan P Mcdonough Partner 1 Jul 2015 Other 4878544
Matias Nmn Silvani Portfolio manager 1 Aug 2015 Other 3020366
Matias Silvani Portfolio manager 1 Aug 2015 Other 3020366
Deeb Amin Salem Head trader 1 Jan 2016 Other 4434207
Neil Anthony Scanlon Chief financial officer 1 Jan 2016 Other 6617352
Deeb A Salem Head trader 1 Jan 2016 Other 4434207
Neil Scanlon Chief financial officer 1 Jan 2016 Other 6617352

Based in New York

The principal office where Goldentree Asset Management LP performs its advisory services is located at 300 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-847-3500 or by fax 212-847-3494. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at goldentree.com.