Warwick Energy Investment Group, LLC is a large advisory firm based in Oklahoma City. It manages $1.09 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.
Warwick Energy Investment Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Warwick Energy Investment Group, LLC is $1.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 598% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Warwick Energy Investment Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Warwick Energy Investment Group is pooled investment vehicles with 2 clients and $1.09 billion of assets under management. Among the 12 most similar advisory firms, Warwick Energy Investment Group has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.09 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Warwick Energy Investment Group also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 70 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Warwick Energy Investment Group, LLC performs its advisory services is located at 2802 West Country Club Drive, Oklahoma City, OK 73116 The mailing address of the firm is 6608 N. Western Avenue #246, Oklahoma City, OK 73116. An additional office of the firm is in Norman, OK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 405-607-3400 or by fax 405-463-0182. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at warwick-energy.com.