Clients
Warburg Pincus serves 76 clients, 75 of them pooled investment vehicles. The average client has about $1.43 billion with the firm.
- Pooled investment vehicles75 clients98%
- Insurance companies1 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 75 | $107,008,504,720 | 98.5% | $1.43B |
| Insurance companies | 1 | $1,649,530,000 | 1.5% | $1.65B |
| Total | 76 | $108,658,034,720 | 100% | $1.43B |
- Clients
- 75
- Regulatory AUM
- $107,008,504,720
- Share
- 98.5%
- Avg. per client
- $1.43B
- Clients
- 1
- Regulatory AUM
- $1,649,530,000
- Share
- 1.5%
- Avg. per client
- $1.65B
Total
- Clients
- 76
- Regulatory AUM
- $108,658,034,720
- Share
- 100%
- Avg. per client
- $1.43B
What it does
Warburg Pincus provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Warburg Pincus advises 213 private funds.
100.0% of assets ($108.66B across 76 accounts) are managed with discretion. 20% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Warburg Pincus has custody of $82.22B for 75 clients.
- All other custodians$108.66B100%
Ownership and leadership
Jeffrey Perlman is CEO of Warburg Pincus.
- Owns 5% to 10% of Warburg Pincus LLC
Jeffrey Perlman
Control person · since September 2024
Leadership
- Jeffrey PerlmanChief Executive Officer, Elected Manager
- Steven GlennGlobal Chief Operating Officer and Global Chief Financial Officer
- David SreterChief Financial Officer
- Douglas MaddenChief Compliance Officer
- Timothy GeithnerCo-Chairman
- Charles KayeCo-Chairman
- Harsha MartiChief Legal Officer
Staff
- 829 employees
- 292 in advisory functions
Reported holdings
Warburg Pincus’ reported 13F holdings total $187.0M across 1 positions, and the ten largest make up 100.0% of it.
- $187.0M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- −45.6%
- Value vs. prior quarter
- Oceanfirst Financial Corp..100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $187.0M is not its $108.66B in regulatory assets and does not represent any individual client's portfolio.
Fees
Warburg Pincus is paid through a percentage of assets under management and performance-based fees.
Warburg Pincus’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Warburg Pincus has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- One Market Plaza, San Francisco
New York · 1 listed address
- 450 Lexington Avenue, New YorkHQ
Registration details
- Legal name
- Warburg Pincus LLC
- Headquarters
- 450 Lexington Avenue, New York, NY 10017-3911
- Phone
- 212-878-0600
- Website
- www.warburgpincus.com.cn
- SEC file
- 801-73264
- Structure
- New York LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Warburg Pincus have?
Warburg Pincus has 76 clients and manages $108.7 billion for them, as of March 2026. They include 75 pooled investment vehicles and 1 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Warburg Pincus offer?
Warburg Pincus provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Warburg Pincus have?
Warburg Pincus has 0 investment adviser representatives registered with state securities authorities, out of 829 employees, and 292 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Warburg Pincus invest in?
At the end of its last fiscal year, Warburg Pincus’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 213 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Warburg Pincus?
Warburg Pincus’ direct owner is Jeffrey Perlman, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Warburg Pincus get paid?
Warburg Pincus is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file