{ "crd_number": 320777, "slug": "warwick-capital-partners-us-lp-stamford-ct-320777", "primary_business_name": "WARWICK CAPITAL PARTNERS (US) LP", "legal_name": "WARWICK CAPITAL PARTNERS (US) LP", "dbas": [], "city": "Stamford", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-15", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-26", "carried_forward": false, "raum_total": 3344699248.0, "raum_discretionary": 3344699248.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 11, "advisory_employees": 9, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3344699248.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "RI" ], "websites": [ "https://linkedin.com/company/warwick-capital-partners-llp/about", "https://warwickcap.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320777", "city_as_filed": "STAMFORD", "url": "https://advisorcensus.com/firm/warwick-capital-partners-us-lp-stamford-ct-320777", "display_name": "Warwick Capital Partners (US) LP", "summary": "Warwick Capital Partners (US) LP is an SEC-registered investment advisory firm in Stamford, CT, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.", "citation": "AdvisorCensus. Warwick Capital Partners (US) LP (CRD 320777): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Warwick Capital Partners (US) LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Warwick Capital Partners (US) LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Warwick Capital Partners (US) LP located?", "a": "Warwick Capital Partners (US) LP's principal office is in Stamford, CT, according to its Form ADV." }, { "q": "Is Warwick Capital Partners (US) LP registered with the SEC or a state?", "a": "Warwick Capital Partners (US) LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 320777." }, { "q": "How much does Warwick Capital Partners (US) LP manage?", "a": "Warwick Capital Partners (US) LP reports $3,344,699,248 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)." }, { "q": "How have Warwick Capital Partners (US) LP's assets and staff changed since 2022?", "a": "In the Form ADV data for Warwick Capital Partners (US) LP: Regulatory assets under management: $1,263,321,329 in the October 2023 data and $3,344,699,248 in the October 2026 data, up 165%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Warwick Capital Partners (US) LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Does Warwick Capital Partners (US) LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/320777" }, { "q": "What changed in Warwick Capital Partners (US) LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $2,196,686,629 to $3,344,699,248 (+52%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-06-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1263321329.0, "total_employees": 11, "filing_date": "2023-07-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 432492339.0, "total_employees": 11, "filing_date": "2024-04-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2196686629.0, "total_employees": 11, "filing_date": "2025-05-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3344699248.0, "total_employees": 11, "filing_date": "2026-03-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,196,686,629 to $3,344,699,248 (+52%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/warwick-capital-partners-us-lp-stamford-ct-320777.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 3344699248.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320777", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }