DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Warren Equity Partners Manager, L.P.
Latest filing Sep 15, 2026
First filing on the tape Jun 28, 2019 · 18 filings
SEC status approved since Jul 26, 2019
RAUM
$6.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
67
25 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$6.1B as of Mar 30, 2026
Mar 30, 2020$479M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20200 then
Employees (5.A)67 as of Mar 30, 2026
Mar 30, 202013 then
Private funds38 as of Mar 30, 2026
Mar 30, 202011 then
RAUM +18% over the last fiscal year+20% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $160MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.1B, 38 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 38reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.1B for 38 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Warren Equity Partners Fund IV, L.P. | Private Equity Fund | $1.1B | 84 | Mar 31, 2023 |
| Warren Equity Partners Fund III, L.P. | Private Equity Fund | $584M | 51 | Mar 31, 2021 |
| Warren Equity Partners Fund II, L.P. | Private Equity Fund | $411M | 45 | May 8, 2018 |
| Warren Equity Partners Fund IV-A, L.P. | Private Equity Fund | $367M | 41 | Mar 31, 2023 |
| Warren Equity Partners Fund III-A, L.P. | Private Equity Fund | $363M | 29 | Mar 31, 2021 |
| Warren Equity Partners Elido Fund II, L.P. | Private Equity Fund | $276M | 49 | Mar 26, 2024 |
| Warren Equity Partners Elido Fund I, L.P. | Private Equity Fund | $257M | 57 | Mar 31, 2022 |
| Wep III Nexus Co-Investment, L.P. | Private Equity Fund | $211M | 17 | Mar 31, 2022 |
| Wep II Solid Waste Co-Investment, L.P. | Private Equity Fund | $129M | 22 | May 8, 2018 |
| Warren Equity Partners Elido Fund II-A, L.P. | Private Equity Fund | $100M | 19 | Mar 26, 2024 |
| Wep II-A Solid Waste Co-Investment, L.P. | Private Equity Fund | $88.6M | 11 | May 8, 2018 |
| Warren Equity Partners Elido Fund I-A, L.P. | Private Equity Fund | $86.7M | 11 | Mar 31, 2022 |
| Wep Opportunities Fund IV-A, L.P. | Private Equity Fund | $79.8M | 5 | Mar 26, 2024 |
| Warren Equity Partners Fund II-A, L.P. | Private Equity Fund | $71.4M | 15 | May 8, 2018 |
| Wep Opportunities Fund IV, L.P. | Private Equity Fund | $63.4M | 9 | Mar 26, 2024 |
| Wep IV-A Ts Co-Investment, L.P. | Private Equity Fund | $61.4M | 8 | Mar 26, 2024 |
| Wep IV Ts Co-Investment, L.P. | Private Equity Fund | $48.1M | 9 | Mar 26, 2024 |
| Wep III-A Adb Co-Investment, L.P. | Private Equity Fund | $46.6M | 8 | Mar 31, 2021 |
| Wep III Adb Co-Investment, L.P. | Private Equity Fund | $45.5M | 8 | Mar 31, 2021 |
| Wep Ssp Continuation, L.P. | Private Equity Fund | $33.4M | 13 | Mar 31, 2022 |
| Wep III-A Nexus Co-Investment, L.P. | Private Equity Fund | $27.0M | 6 | Mar 31, 2022 |
| Wep Elido I Hoist Co-Investment, L.P. | Private Equity Fund | $26.3M | 3 | Mar 31, 2022 |
| Wep Ssp Continuation-A, L.P. | Private Equity Fund | $26.0M | 7 | Mar 31, 2022 |
| Wep IV Ovation Co-Investment, L.P. | Private Equity Fund | $25.6M | 5 | Mar 26, 2024 |
| Wep Elido I Sc Co-Investment, L.P. | Private Equity Fund | $20.0M | 4 | Mar 26, 2024 |
| Wep IV-A Kv Power Co-Investment, L.P. | Private Equity Fund | $8.4M | 2 | Mar 26, 2024 |
| Wep Second Nature Investment II, LLC | Private Equity Fund | $6.6M | 8 | Mar 31, 2022 |
| Wep IV Tms Co-Investment, L.P. | Private Equity Fund | $5.2M | 2 | Mar 26, 2024 |
| Wep Hydromax Investment II, LLC | Private Equity Fund | $3.4M | 14 | Mar 30, 2020 |
| Wep II Simco Co-Investment, L.P. | Private Equity Fund | $3.2M | 8 | Mar 29, 2019 |
| Wep Hydromax Investment LLC | Private Equity Fund | $1.7M | 14 | May 8, 2018 |
| Wep Ipc Investment, LLC | Private Equity Fund | $1.7M | 14 | May 8, 2018 |
| Wep Midstream Investment, LLCno longer reported | Private Equity Fund | $1.3M | 11 | May 8, 2018 |
| Wep II-A Simco Co-Investment, L.P. | Private Equity Fund | $701,953 | 2 | Mar 29, 2019 |
| Wep Second Nature Investment, LLC | Private Equity Fund | $394,664 | 6 | Mar 31, 2021 |
| Wep Ssp Investment LLC | Private Equity Fund | $0 | 15 | May 8, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Cameron Scott Bruckmann · Partnercontrolsince 01/2018 · owns 25% to 50%
- Claes Gustaf Henrik Dahlback · Partner And Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- Pravinchandra Pinal Parekh · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- Warren Steven Wacaster · Partnercontrolsince 01/2018 · owns 50% to 75%
Related persons
Schedule D 7.A
- Warren Equity Partners Elido Gp II, L.P.pooled vehicle sponsorn
- Warren Equity Partners Elido Gp, L.P.pooled vehicle sponsorn
- Warren Equity Partners Gp II, L.P.pooled vehicle sponsorn
- Warren Equity Partners Gp III, L.P.pooled vehicle sponsorn
- Warren Equity Partners Gp IV, L.P.pooled vehicle sponsorn
- Warren Equity Partners, LLCpooled vehicle sponsorn
- Wep Management, LLCpooled vehicle sponsorn
- Wep Ssp Continuation Gp, L.P.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY9 employees
- Houston, TX1 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 30, 2026 to Sep 15, 2026
- Private funds · 38 to unsetMar 30, 2026 to Sep 15, 2026
- Succession · false to unsetMar 30, 2026 to Sep 15, 2026
- Accounts · 36 to 38Nov 14, 2025 to Mar 30, 2026
- Advisory employees · 27 to 25Nov 14, 2025 to Mar 30, 2026
- Pooled vehicle clients · 36 to 38Nov 14, 2025 to Mar 30, 2026
- Assets in custody · $5.2B to $6.1BNov 14, 2025 to Mar 30, 2026
- Employees · 60 to 67Nov 14, 2025 to Mar 30, 2026
- Other offices · 3 to 4Nov 14, 2025 to Mar 30, 2026
- Private funds · 36 to 38Nov 14, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.2B to $6.1BNov 14, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.2B to $6.1BNov 14, 2025 to Mar 30, 2026
- RAUM · $5.2B to $6.1BNov 14, 2025 to Mar 30, 2026
- HQ city · JACKSONVILLE to JACKSONVILLE BEACHMar 31, 2025 to Nov 14, 2025
- Accounts · 35 to 36Jun 12, 2024 to Mar 31, 2025
- Advisory employees · 23 to 27Jun 12, 2024 to Mar 31, 2025
- Pooled vehicle clients · 35 to 36Jun 12, 2024 to Mar 31, 2025
- Assets in custody · $4.6B to $5.2BJun 12, 2024 to Mar 31, 2025
- Employees · 53 to 60Jun 12, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 12, 2024 to Mar 31, 2025
- Other offices · 2 to 3Jun 12, 2024 to Mar 31, 2025
- Private funds · 35 to 36Jun 12, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.6B to $5.2BJun 12, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.6B to $5.2BJun 12, 2024 to Mar 31, 2025
- RAUM · $4.6B to $5.2BJun 12, 2024 to Mar 31, 2025
- Accounts · 25 to 35Jan 22, 2024 to Mar 26, 2024
- Pooled vehicle clients · 25 to 35Jan 22, 2024 to Mar 26, 2024
- Assets in custody · $3.5B to $4.6BJan 22, 2024 to Mar 26, 2024
- Employees · 45 to 53Jan 22, 2024 to Mar 26, 2024
- Private funds · 25 to 35Jan 22, 2024 to Mar 26, 2024
- Discretionary RAUM · $3.5B to $4.6BJan 22, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $3.5B to $4.6BJan 22, 2024 to Mar 26, 2024
- RAUM · $3.5B to $4.6BJan 22, 2024 to Mar 26, 2024
- Accounts · 23 to 25Feb 7, 2023 to Mar 31, 2023
- Advisory employees · 14 to 23Feb 7, 2023 to Mar 31, 2023
- Pooled vehicle clients · 23 to 25Feb 7, 2023 to Mar 31, 2023
- Assets in custody · $2.0B to $3.5BFeb 7, 2023 to Mar 31, 2023
- Employees · 28 to 45Feb 7, 2023 to Mar 31, 2023
- Private funds · 23 to 25Feb 7, 2023 to Mar 31, 2023
- Discretionary RAUM · $2.0B to $3.5BFeb 7, 2023 to Mar 31, 2023
Signals
6 dated events
- Warren Equity Partners Manager, L.P. reported RAUM $4.6B, up 31% from $3.5B (2024-01-22 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Warren Equity Partners Manager, L.P. reported RAUM $3.5B, up 77% from $2.0B (2023-02-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Pravinchandra Pinal Parekh (Chief Financial Officer) appeared on Schedule A of Warren Equity Partners Manager, L.P.Feb 7, 2023 · Control person joined · fact
- Warren Equity Partners Manager, L.P. reported RAUM $2.0B, up 42% from $1.4B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Warren Equity Partners Manager, L.P. reported RAUM $1.4B, up 190% from $478.7M (2020-04-23 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Warren Equity Partners Manager, L.P. filed its initial SEC registration (Form ADV)Jun 28, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Warren Equity Partners Manager, L.P. · Independent Sponsorsshared crd · capital_provider
- Warren Equity Partners Manager, L.P. · Private Equityshared crd · organization
- Warren Equity Partners Manager, L.P. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/warren-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- warrenequity.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 904-746-7027reportedpublic record, Form ADV, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026