WARREN EQUITY PARTNERS MANAGER, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$6.1B
Discretionary
$6.1B
100% of AUM
Avg account
$160M
Accounts
38
Employees
67
Advisory reps
4

Firm details

Headquarters
JACKSONVILLE BEACH, Florida
CRD number
295903
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Warren Equity Partners Manager, L.P. is a limited partnership that operates as a private equity fund sponsor and manager. Registered with the SEC in 2019, the firm focuses on pooled investment vehicles and serves institutional clients. It functions as sponsor, general partner and managing member of its funds and also allocates to third‑party alternative managers. The firm charges a combination of asset‑based and performance‑linked fees and identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Pinal Parekh

    CFO and Managing DirectorCRD 7216799

Contacts

3 of 3
  • HENRIK DAHLBACK

    Co-Founder & PartnerCRD 4589113

  • STEVEN WACASTER

    Managing Partner & Co-FounderCRD 3113800

  • SCOTT BRUCKMANN

    PartnerCRD 5154163

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

JACKSONVILLE BEACH, FL

DUVAL

Location

JACKSONVILLE BEACH, FL

Headquartered in JACKSONVILLE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
1532 2nd St S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth