Warren Equity Partners Manager, L.P.

RIASEC Registered
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 organized as a limited partnership and operates as a private equity fund that registers with the SEC (registered in 2019). Its reported client base is institutional, and its advisory activity focuses on portfolio management for pooled investment vehicles. The firm serves as a sponsor/GP and managing member of pooled vehicles rather than functioning as a diversified capital allocator. The fund structure charges both a percentage-of-assets fee and performance-based fees. The firm indicates an active approach to environmental, social, and governance (ESG) considerations. It identifies as a domestic entity/individual ownership type and does not present itself as a multi-state adviser or pension consultant.

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

    Pinal Parekh

    CFO and Managing DirectorCRD 7216799

Contacts

3 of 3
  • Scott Bruckmann

    Scott Bruckmann

    PartnerCRD 5154163

  • Henrik Dahlback

    Henrik Dahlback

    Co-Founder & PartnerCRD 4589113

  • Steven Wacaster

    Steven Wacaster

    Managing Partner & Co-FounderCRD 3113800

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