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WARREN EQUITY PARTNERS MANAGER, L.P.

Advisory

N·JACKSONVILLE BEACH, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$6.1B

1-Year AUM Growth

+31.2%

3-Year CAGR

+45.1%

Employees

25

Assets Under Management

Total AUM$6.1B

Discretionary AUM$6.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees25

Investment Advisers67

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingJun 28, 2019

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WARREN EQUITY PARTNERS MANAGER, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.