WARWICK CAPITAL PARTNERS (US) LP

RIASEC RegisteredEst. 2023
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$372M
Accounts
9
Employees
11
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
320777
Registered since
March 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Warwick Capital Partners (US) LP is a limited partnership structured to manage pooled investment vehicles with a focus on securitized asset strategies. The firm is positioned primarily to serve institutional clients and acts both as an adviser and as a sponsor/GP for pooled vehicles. Warwick combines asset-based management fees with performance-based compensation, and it identifies as an active ESG investor, suggesting environmental, social or governance considerations are integrated into its process. The firm registered with the SEC in 2023 and targets allocations across structured and credit-oriented markets rather than retail-focused advisory business.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • MATTHEW COLEMAN

    Partner and Chief Compliance OfficerCRD 6028879

Contacts

2 of 2
  • IAN BURGESS

    Managing Partner and Co-FounderCRD 6028215

  • ALFREDO MATTERA

    Managing Partner and Co-FounderCRD 3109285

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
677 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth