Warren Equity Partners Manager, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Warren Equity Partners Manager, L.P
Overview
Warren Equity Partners Manager, L.P is a financial advisory firm based in Jacksonville, Florida. Warren Equity Partners Manager, L.P manages $3.5 billion in assets under management throughout 25 accounts, making it one of the largest firms in the United States by assets under management (AUM). Warren Equity Partners Manager, L.P has an average-sized group, including 23 financial advisors. Warren Equity Partners Manager, L.P is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like equities, options and bonds.
Warren Equity Partners Manager, L.P oversees all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions without needing to seek client approval. The investment advisory firm administers about $139.4 million in assets for each client account. The average advisor at Warren Equity Partners Manager, L.P manages around one client account, placing it among the most individualized financial advisor firms in the country.
Warren Equity Partners Manager, L.P's headquarters is at 5555 Gate Parkway, Jacksonville, Florida 32256. Warren Equity Partners Manager, L.P is legally permitted to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Warren Equity Partners Manager, L.P by the Numbers
$3.5 billion
45
25
$139.4 million
Fee Structure
Fees for financial advisory services typically depend on which services are provided. Fee types charged by the company can include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Warren Equity Partners Manager, L.P.
Available
-
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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 25 customers, Warren Equity Partners Manager, L.P's biggest client type by number of accounts is pooled investment vehicles. None of the company's accounts are represented by 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Warren Equity Partners Manager, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.