Warwick Investment Group, LLC
● SEC registered since 2015CRD 226670SEC# 801-96290Oklahoma City, OK
Ranks #2,154 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.05B
Fund GAV
$2.05B
Private funds
5
Employees
82
Accounts
5
Location
Oklahoma City, OK
Warwick Investment Group, LLC assets under management
Warwick Investment Group, LLC operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2015. It reports $2.1 billion in regulatory assets under management and employs 82 people. Warwick Investment Group, LLC manages 5 private funds with combined gross assets of $2.1 billion, including Warwick Partners III, LP. By regulatory assets, it ranks 2,154 of 6,004 private fund managers.
Warwick Investment Group, LLC private funds
5 funds · $2.05B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Warwick Partners III, LP | Private Equity | $922.1M | $10M |
| Warwick Partners IV, LP | Private Equity | $667.2M | $10M |
| Warwick Partners V, LP | Private Equity | $310.1M | $10M |
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Join to unlock · $37/moWarwick Investment Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia-Elaine Leal Schlanger Control | Chief Compliance Officer | Under 5% | 2024 |
| Katherine Taaffe Richard Kanady Control | Chief Executive Officer; Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Warwick Investment Group, LLC manage?
Warwick Investment Group, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Warwick Investment Group, LLC manage?
Warwick Investment Group, LLC manages 5 private funds with combined gross assets of $2.1 billion.
How many employees does Warwick Investment Group, LLC have?
Warwick Investment Group, LLC reports 82 employees.
Where is Warwick Investment Group, LLC located?
Warwick Investment Group, LLC is based in Oklahoma City, OK and has been SEC-registered since 2015.
Does Warwick Investment Group, LLC disclose fund performance?
Warwick Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 944 W Wilshire Blvd, Oklahoma City, OK 73116-4221 |
| Phone | 405-607-3400 |
| Fax | 405-463-0182 |
| Office hours | 8:00 A.M To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.05B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $2.05B