Warren Equity Partners Manager, L.P.
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 295903
- Registered since
- July 26, 2019
- Website
- warrenequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Pinal Parekh
CFO and Managing DirectorCRD 7216799
Contacts
3 of 3
Scott Bruckmann
PartnerCRD 5154163
Henrik Dahlback
Co-Founder & PartnerCRD 4589113

Steven Wacaster
Managing Partner & Co-FounderCRD 3113800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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