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WARWICK CAPITAL PARTNERS (US) LP

STAMFORD, CT · CRD 320777 · IAPD ↗ · warwickcap.com · 475-977-9021

$3.34BRegulatory AUM
9Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — WARWICK CAPITAL PARTNERS (US) LP reported RAUM up 52% ($2.20B -> $3.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — WARWICK CAPITAL PARTNERS (US) LP crossed $1B in regulatory AUM ($432.5M -> $2.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
30
April 2024 — WARWICK CAPITAL PARTNERS (US) LP notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2024 — WARWICK CAPITAL PARTNERS (US) LP reported RAUM down 66% ($1.26B -> $432.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — WARWICK CAPITAL PARTNERS (US) LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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