Warwick Group II, Inc.
● SEC registered since 2026CRD 161549SEC# 801-132994
Ranks #4,296 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$369.8M
Fund GAV
$369.8M
Private funds
2
Employees
1
Accounts
2
Location
—
About Warwick Group II
Warwick Capital Group is a family-office-backed private equity investor in profitable middle-market companies. It provides growth equity, flexible structures, and long-term partnership for businesses in healthcare, technology, business services, and related fields.
Summary based on the firm’s website.
Warwick Group II, Inc. assets under management
Warwick Group II, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $369.8 million in regulatory assets under management and employs 1 people. Warwick Group II, Inc. manages 2 private funds with combined gross assets of $369.8 million, including Cmg Acquisition Co., L.P. By regulatory assets, it ranks 4,296 of 5,974 private fund managers.
Warwick Group II, Inc. private funds
2 funds · $369.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cmg Acquisition Co., L.P. | Private Equity | $352.1M | — |
| Pkc Acquisition, Inc. | Private Equity | $17.7M | — |
Warwick Group II, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Nicholas Kozak Control | Managing Director, Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Warwick Group II, Inc. manage?
Warwick Group II, Inc. reports $369.8 million in regulatory assets under management on its Form ADV.
How many private funds does Warwick Group II, Inc. manage?
Warwick Group II, Inc. manages 2 private funds with combined gross assets of $369.8 million.
How many employees does Warwick Group II, Inc. have?
Warwick Group II, Inc. reports 1 employees.
Does Warwick Group II, Inc. disclose fund performance?
Warwick Group II, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-240-7897 |
| Office hours | 9:00 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.8M▲ 33%
May '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,369 advisers
AUM vs fund managersTop 72%
Larger than 28% of 5,974 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$369.8Mregulatory AUM
Discretionary $0Non-discretionary $369.8M
Service providers
Auditor