WARWICK INVESTMENT GROUP, LLC
Latest filing: Mar 31, 2025 (78 days ago)
AUM
$1,796,193,170
9% change vs. 1 year ago
46% change vs. 3 years ago
61% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
76
0% change vs. 1 year ago
17% change vs. 3 years ago
9% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
OKLAHOMA CITY, OK
944 W WILSHIRE BLVD, OKLAHOMA CITY, OK, UNITED STATES, 73116-4221
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.0 |
| Total | $1.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.8 |
| Institutional | $0.0 |
| Total | $1.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WARWICK PARTNERS V GP, LLC | $0.0 | - | |
| WARWICK MANAGEMENT COMPANY, LLC | $0.0 | - | |
| WARWICK PARTNERS IV GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.8 | $0.0 | 0% | 76 | 0 | 0% |
| 2025-04-21 | $1.8 | $0.0 | 0% | 76 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.2 | 9% | 76 | 0 | 0% |
| 2023-04-04 | $1.5 | $0.3 | 21% | 70 | 6 | 9% |
| 2022-04-01 | $1.2 | $0.6 | 46% | 65 | 11 | 17% |
| 2021-04-05 | $0.9 | $0.9 | 95% | 60 | 16 | 27% |
| 2020-04-01 | $1.1 | $0.7 | 61% | 70 | 6 | 9% |
| 2019-04-01 | $0.8 | $1.0 | 139% | 70 | 6 | 9% |
| 2018-04-02 | $0.8 | $1.0 | 126% | 50 | 26 | 52% |
| 2017-04-01 | $0.7 | $1.0 | 140% | 45 | 31 | 69% |
| 2016-04-01 | $0.3 | $1.5 | 614% | 35 | 41 | 117% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OK, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV