Warren Equity Partners Manager provides portfolio management for pooled vehicles. The firm advises 38 private funds.
Warren Equity Partners Manager reports 38 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($6.09B across 38 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 38 | $6.09B | 100.0% | $160M |
| Total | 38 | $6.09B | 100% | $160M |
- Clients
- 38
- Regulatory AUM
- $6.09B
- AUM share
- 100.0%
- Avg. per client
- $160M
Total
- Clients
- 38
- Regulatory AUM
- $6.09B
- AUM share
- 100%
- Avg. per client
- $160M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 38
Warren Equity Partners Manager is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Steven Wacaster owns 50% to 75% of Warren Equity Partners Manager. The leadership team of Warren Equity Partners Manager includes Chief Financial Officer Pinal Parekh and Chief Compliance Officer Henrik Dahlback. It has 67 employees, 25 of them in advisory roles.
Leadership
Pinal ParekhChief Financial Officer
Henrik DahlbackPartner and Chief Compliance Officer- Scott BruckmannPartner
- Steven WacasterPartner
Staff
- 67 employees
- 25 in advisory functions
- Owns 50% to 75% of Warren Equity Partners Manager, L.P.
Steven Wacaster
Control person · since January 2018
- Owns 25% to 50% of Warren Equity Partners Manager, L.P.
Scott Bruckmann
Control person · since January 2018
Warren Equity Partners Manager’s regulatory assets grew 4.4× from $1.39B (March 2021) to $6.09B (September 2026); clients rose from 16 to 38 and employees from 19 to 67.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $6.09B | 38 | 67 | 5 |
| Mar 2025March 2025 | $5.16B | 36 | 60 | 4 |
| Jun 2024June 2024 | $4.57B | 35 | 53 | 3 |
| Jun 2023June 2023 | $3.49B | 25 | 45 | 3 |
| Mar 2022March 2022 | $1.97B | 23 | 28 | 3 |
| Mar 2021March 2021 | $1.39B | 16 | 19 | 2 |
Besides its headquarters, Warren Equity Partners Manager has 4 offices, with 5 listed addresses in the U.S. and abroad.
Florida · 2 listed addresses
- 1532 2nd Street South, Jacksonville BeachHQ
- 1825 West Avenue, Miami Beach
New York · 1 listed address
- 11 East 26th Street, New York
Texas · 1 listed address
- 10000 Memorial Drive, Houston
International offices
- 5 BOLTON STREET, LONDON, W1J 8BA, United Kingdom
Contact and registration details
- Legal name
- Warren Equity Partners Manager, L.P.
- Headquarters
- 1532 2nd Street South, Jacksonville Beach, FL 32250
- Website
- warrenequity.com
- Phone
- 904-746-7027
- @warren-equity-partners
- SEC file
- 801-117079
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Warren Equity Partners Manager has custody of $6.09B for 38 clients.
How many clients does Warren Equity Partners Manager have?
Warren Equity Partners Manager has 38 clients and manages $6.09 billion for them, as of September 2026. They include 38 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Warren Equity Partners Manager offer?
Warren Equity Partners Manager provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Warren Equity Partners Manager have?
Warren Equity Partners Manager has 0 investment adviser representatives registered with state securities authorities, out of 67 employees, and 25 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
Who owns Warren Equity Partners Manager?
Warren Equity Partners Manager’s direct owners are Scott Bruckmann (25% to 50%) and Steven Wacaster (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Warren Equity Partners Manager get paid?
Warren Equity Partners Manager 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
How do I contact Warren Equity Partners Manager?
Warren Equity Partners Manager’s main office is at 1532 2nd Street South, Jacksonville Beach, FL 32250. Its phone number is 904-746-7027. Its website is warrenequity.com.