WARWICK INVESTMENT GROUP, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 226670
- Registered since
- May 15, 2015
- Website
- warwickinvestmentgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Warwick Investment Group, LLC operates as a private equity fund manager and sponsor focused on pooled investment vehicles for institutional clients. The firm is structured as a limited liability company and has been SEC-registered since 2015. Governance is concentrated — ownership is listed as individual — and the firm acts in multiple sponsor and GP capacities for the funds it advises. Its business model centers on portfolio management for pooled vehicles rather than retail wealth management or pension consulting. Investment activity is dominated by private equity strategies, with deliberate exposure to complementary alternative categories including hedge funds, real estate, commodities and oil & gas. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with a sponsor/GP role that aligns compensation with realized returns. Warwick is not identified as an active ESG investor and is not flagged as a multi-state adviser for regulatory purposes.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
2 of 2Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772
KATHERINE RICHARD
Founder, CEO & CIOCRD 4834568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 944 W Wilshire Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
RETIREMENT INVESTMENT ADVISORS INC
RIAOKLAHOMA CITY, OK
CAPTION MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
FOURPATH CAPITAL MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
ACORN CAPITAL MANAGEMENT
RIAOKLAHOMA CITY, OK
CASTLEPOINT WEALTH ADVISORS
RIAOKLAHOMA CITY, OK