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WARREN EQUITY PARTNERS MANAGER, L.P.

JACKSONVILLE BEACH, FL · CRD 295903 · IAPD ↗ · warrenequity.com · 904-746-7027

$6.09BRegulatory AUM
25Advisory reps
67Employees
0Clients
n/aPlanning clients
38Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — WARREN EQUITY PARTNERS MANAGER, L.P. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — WARREN EQUITY PARTNERS MANAGER, L.P. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
December 2025 — WARREN EQUITY PARTNERS MANAGER, L.P. moved its main office from JACKSONVILLE, FL to JACKSONVILLE BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — WARREN EQUITY PARTNERS MANAGER, L.P. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — WARREN EQUITY PARTNERS MANAGER, L.P. reported RAUM up 31% ($3.49B -> $4.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.