Warwick Capital Partners (Us) Lp
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Overview
Warwick Capital Partners (Us) Lp is a financial advisory firm headquartered in Stamford, Connecticut. The company has $96.8 million in assets over three accounts. The firm has a small group, including 5 financial advisors. Warwick Capital Partners (Us) Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as stocks, options and bonds.
Warwick Capital Partners (Us) Lp administers all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek client authorization. The firm administers an average of $32.3 million in assets for every customer account. The typical financial advisor at Warwick Capital Partners (Us) Lp administers fewer than one client account, placing it among the most personalized advisor firms in the country.
Warwick Capital Partners (Us) Lp's main office is located at 677 Washington Boulevard, Stamford, Connecticut 6901. It is permitted to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Warwick Capital Partners (Us) Lp by the Numbers
$96.8 million
6
3
$32.3 million
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. However, fees billed by the firm most likely are comprised of any blend of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its three accounts, Warwick Capital Partners (Us) Lp's biggest client group is pooled investment vehicles. About 33% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Warwick Capital Partners (Us) Lp does not have any disclosures.
Please visit its Form ADV for more details.
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