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Warwick Investment Group, LLC

● SEC registered since 2015CRD 226670SEC# 801-96290Oklahoma City, OK
Export (members)
Ranks #2,009 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.8B
Fund GAV
$1.8B
Private funds
5
Employees
76
Accounts
5
Location
Oklahoma City, OK

Warwick Investment Group, LLC assets under management

Warwick Investment Group, LLC operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2015. It reports $1.8 billion in regulatory assets under management and employs 76 people. Warwick Investment Group, LLC manages 5 private funds with combined gross assets of $1.8 billion, including Warwick Partners III, LP. By regulatory assets, it ranks 2,009 of 5,911 private fund managers.

Warwick Investment Group, LLC private funds

5 funds · $1.8B GAV
FundTypeGross assetsMin.
Warwick Partners III, LPPrivate Equity$836.9M$10M
Warwick Partners IV, LPPrivate Equity$626.7M$10M
Warwick Partners V, LPPrivate Equity$202.5M$10M
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Warwick Investment Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cynthia-Elaine Leal Schlanger ControlChief Compliance OfficerUnder 5%2024
Katherine Taaffe Richard Kanady ControlChief Executive Officer; Managing MemberOver 75%2014

Frequently asked questions

How much does Warwick Investment Group, LLC manage?

Warwick Investment Group, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Warwick Investment Group, LLC manage?

Warwick Investment Group, LLC manages 5 private funds with combined gross assets of $1.8 billion.

How many employees does Warwick Investment Group, LLC have?

Warwick Investment Group, LLC reports 76 employees.

Where is Warwick Investment Group, LLC located?

Warwick Investment Group, LLC is based in Oklahoma City, OK and has been SEC-registered since 2015.

Does Warwick Investment Group, LLC disclose fund performance?

Warwick Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address944 W Wilshire Blvd, Oklahoma City, OK 73116-4221
Phone405-607-3400
Fax405-463-0182
Office hours8:00 A.M To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.8B
Non-discretionary$0
Total (RAUM)$1.8B

Service providers

Auditor
Custodian
Administrator