Coral Tree Management, Lp
- Regulatory AUM
- $560M
- Discretionary
- $560M
- Clients
- 4
- Avg AUM / client
- $140M
- Accounts
- 4
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $560M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $153M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Coral Tree Partners, Lp | Private Equity Fund | Delaware | $132M | 40 |
| Coral Tree Spark Co Invest Lp | Venture Capital Fund | Delaware | $20.8M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Resnikoff, Alan, Henri | Trustee | Oct 2014 (12y) | Less than 5% | |
| Resnikoff, Meghan, Philips | Trustee | Oct 2014 (12y) | GP / trustee / elected manager of The Resnikoff Family Trust (indirect) | |
| Wynperle, Hilary, Kate | Trustee | Aug 2018 (8y) | GP / trustee / elected manager of Wynperle 2008 Revocable Trust (indirect) | |
| Wynperle, William, John | Trustee | Aug 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wynperle 2008 Revocable Trust | Limited Partner | Jan 2021 | A | 50% – 75% |
| The Resnikoff Family Trust | Limited Partner | Jan 2021 | A | 25% – 50% |
| Coral Tree Partners, Llc | General Partner | Jan 2021 | A | Less than 5% |
| Wynperle 2008 Revocable Trust | Member | Jan 2021 | B | ≈ 0% – 3.75% via Coral Tree Partners, Llc |
| The Resnikoff Family Trust | Member | Jan 2021 | B | ≈ 0% – 2.5% via Coral Tree Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wynperle 2008 Revocable Trust: 50% – 75% of Coral Tree Partners, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- The Resnikoff Family Trust: 25% – 50% of Coral Tree Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $153M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Coral Tree Partners, Lp | Private Equity Fund | $132M | $10.0M | 40 |
| Coral Tree Spark Co Invest Lp | Venture Capital Fund | $20.8M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗