Clients
Goldentree Asset Management serves 161 clients, 91 of them pooled investment vehicles. The average client has about $436 million with the firm.
- Pooled investment vehicles91 clients70%
- Pension and profit-sharing plans10 clients4%
- State or municipal government entities10 clients7%
- Corporations and other businesses43 clients17%
- Insurance companies7 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 91 | $49,142,919,850 | 70.1% | $540.0M |
| Pension and profit-sharing plans | 10 | $2,706,753,923 | 3.9% | $270.7M |
| State or municipal government entities | 10 | $5,001,034,214 | 7.1% | $500.1M |
| Insurance companies | 7 | $1,255,048,393 | 1.8% | $179.3M |
| Corporations and other businesses | 43 | $12,034,346,873 | 17.2% | $279.9M |
| Total | 161 | $70,140,103,253 | 100% | $435.7M |
- Clients
- 91
- Regulatory AUM
- $49,142,919,850
- Share
- 70.1%
- Avg. per client
- $540.0M
- Clients
- 10
- Regulatory AUM
- $2,706,753,923
- Share
- 3.9%
- Avg. per client
- $270.7M
- Clients
- 10
- Regulatory AUM
- $5,001,034,214
- Share
- 7.1%
- Avg. per client
- $500.1M
- Clients
- 7
- Regulatory AUM
- $1,255,048,393
- Share
- 1.8%
- Avg. per client
- $179.3M
- Clients
- 43
- Regulatory AUM
- $12,034,346,873
- Share
- 17.2%
- Avg. per client
- $279.9M
Total
- Clients
- 161
- Regulatory AUM
- $70,140,103,253
- Share
- 100%
- Avg. per client
- $435.7M
What it does
Goldentree Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Goldentree Asset Management advises 73 private funds.
100.0% of assets ($70.14B across 161 accounts) are managed with discretion. 70% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks13%
- Non-exchange-traded equities7%
- Exchange-traded equities6%
- Funds20%
- Bonds33%
- Investment grade corporate bonds26%
- Sovereign bonds6%
- High-yield corporate bonds1%
- Cash6%
- Other28%
- Other includes any other holding not falling in the above-listed categories, including but not limited to, bank debt, repos, pending settlements including cash in brokerage accounts and accrued interest and unrealized gains/losses on investments.26%
- Derivatives2%
Custodians
Goldentree Asset Management’s client accounts are held mainly at Bank of New York, with 7% of managed assets, and J.P. Morgan, with 4%. Goldentree Asset Management has custody of $44.07B for 79 clients.
- Bank of New YorkBank of New York · New York, NY · $5.15B7%
- J.P. MorganJP Morgan Chase & Co. · New York, NY · $3.11B4%
- State StreetState Street Corporation · Boston, MA · $2.85B4%
- All other custodians$59.04B84%
Ownership and leadership
Steven Tananbaum owns 25% to 50% of Goldentree Asset Management, and Kathryn Sutherland is its CEO.
- Owns 25% to 50% of Goldentree Asset Management LP
Steven Tananbaum
Control person · since April 2000
- Owns 10% to 25% of Goldentree Asset Management LP
Lee Kruter
since March 2007
- Owns 5% to 10% of Goldentree Asset Management LP
Kathryn Sutherland
since October 2022
Leadership
- Kathryn SutherlandLimited Partner and Chief Executive Officer
- Daniel RosensweigLimited Partner and Chief Operating Officer
- Chad EarnstGlobal Chief Compliance Officer
- Peter AldermanLimited Partner and General Counsel
- Lee KruterLimited Partner and Portfolio Manager
- Steven TananbaumLimited Partner and Chief Investment Officer
Staff
- 320 employees
- 80 in advisory functions
- 1 state-registered rep
- 14 soliciting firms
Reported holdings
Goldentree Asset Management’s reported 13F holdings total $1.72B across 31 positions, and the ten largest make up 65.2% of it.
- $1.72B
- Reported 13F value
- 31
- Positions
- 65.2%
- In the 10 largest
- +2.0%
- Value vs. prior quarter
- Comcast Corp. New · CL A18.4%
- Bausch Health Cos Inc.9.9%
- Waystar Hldg Corp.7.3%
- Charter Communications Inc. · CL A6.8%
- CBRE Group Inc. · CL A4.3%
- Jazz Pharmaceuticals PLC · Shs Usd4.1%
- Elastic N V3.8%
- United Parks & Resorts Inc.3.8%
- Resideo Technologies Inc.3.4%
- Telephone & Data Sys Inc.3.3%
Together, the ten largest are 65.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.72B is not its $70.14B in regulatory assets and does not represent any individual client's portfolio.
Fees
Goldentree Asset Management is paid through a percentage of assets under management and performance-based fees.
Goldentree Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Goldentree Asset Management has 7 offices, with 5 listed addresses across 4 states.
Florida · 2 listed addresses
- 1121 Brickell Ave, Miami
- One Flagler, 180 Laveview Ave, West Palm Beach
New York · 1 listed address
- 300 Park Avenue, New YorkHQ
North Carolina · 1 listed address
- 615 S College Street, Charlotte
Texas · 1 listed address
- 100 Congress Avenue, Austin
Registration details
- Legal name
- Goldentree Asset Management LP
- Headquarters
- 300 Park Avenue, New York, NY 10022
- Phone
- 212-847-3500
- Website
- www.goldentree.com
- SEC file
- 801-58286
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Goldentree Asset Management have?
Goldentree Asset Management has 161 clients and manages $70.1 billion for them, as of June 2026. They include 91 pooled investment vehicles, 43 corporations and other businesses and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Goldentree Asset Management offer?
Goldentree Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Goldentree Asset Management use?
Goldentree Asset Management’s separately managed account assets are held at Bank of New York (New York, NY), with $5,146,916,245, JP Morgan Chase & Co. (New York, NY), with $3,107,261,115 and State Street Corporation (Boston, MA), with $2,848,665,705. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Goldentree Asset Management have?
Goldentree Asset Management has 1 investment adviser representatives registered with state securities authorities, out of 320 employees, and 80 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Goldentree Asset Management invest in?
At the end of its last fiscal year, Goldentree Asset Management’s separately managed accounts held 26% investment grade corporate bonds, 26% other includes any other holding not falling in the above-listed categories, including but not limited to, bank debt, repos, pending settlements including cash in brokerage accounts and accrued interest and unrealized gains/losses on investments., 20% pooled vehicles (private funds and similar), 7% non-exchange-traded equities, 6% exchange-traded equities, 6% sovereign bonds, 6% cash and equivalents, 2% derivatives and 1% high-yield corporate bonds. It advises 73 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Goldentree Asset Management?
Goldentree Asset Management’s direct owners are Steven Tananbaum, Lee Kruter and Kathryn Sutherland, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Goldentree Asset Management get paid?
Goldentree Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
