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
5

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 structured as a private equity manager that is registered with the SEC (registration year 2019). The firm serves institutional clients and focuses on managing pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles. Its economic arrangements combine an asset-based fee with performance-based compensation. The firm reports itself as an active ESG investor, indicating ESG criteria are incorporated into investment selection or ongoing portfolio oversight.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth