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 is structured as a privately owned limited liability company that focuses on private equity investing and portfolio management for pooled investment vehicles. The firm registered with the SEC in 2015 and serves an institutional client base. Its business model includes serving as an adviser and sponsor — acting as a general partner/managing member of pooled vehicles — rather than operating as a broad capital allocator. Fee arrangements include asset-based charges, performance-linked fees, and other fees typical for private fund managers. Warwick does not identify as an active ESG investor and is not presented as a multi-state adviser.
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
2 of 2
Katherine Richard
Founder, CEO & CIOCRD 4834568

Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772
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
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