Warwick Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Warwick Investment Management, Inc. provides discretionary and non‑discretionary investment management, financial planning, pension consulting, and selection of third‑party advisers for individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm reports an account minimum of $2 million, serves about 253 clients, and manages approximately $2.48 billion in client assets.
The firm implements model, risk‑based diversified portfolios using no‑load mutual funds, ETFs, individual stocks and bonds, U.S. government securities, money market funds, private debt, and private investment vehicles, and it conducts ongoing monitoring with typical quarterly reviews. Warwick may hire unaffiliated subadvisers when appropriate, accepts both discretionary and non‑discretionary mandates, and discloses the use of derivatives and borrowing strategies (including covered options and synthetic loan/borrowing arrangements) in separately managed accounts.
Compared with many team firms, Warwick stands out for managing a very large asset base with a relatively small advisory team (well over $200 million of AUM per advisor) and for offering fixed‑fee arrangements in addition to asset‑based billing. The brochure also discloses inclusion of private investment valuations in fee calculations and the use of SyntheticFi LLC‑managed synthetic loans in some accounts, reflecting added liquidity and operational complexity versus more conventional team‑managed practices.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $500,000,000: 0.08% $500,000,001+: 0.05%
Account minimum: $2,000,000 Fee-only: Fixed fees ranging from $20,000 to $250,000, negotiable, billed quarterly in advance
Main office
4444 Carter Creek Parkway, Suite 109
Bryan TX 77802
Advisors at this office
5
Most active in
Arizona · Colorado · Florida · Georgia · Louisiana · Nebraska · New Hampshire · North Carolina · Texas · Virginia
Also doing business as
Warwick Investment Management Inc · Warwick Investment Management, Inc. · Warwick Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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