{"url":"https://nivawealth.com/firms/warren-equity-partners-manager-295903","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/295903","regulatoryAum":6088081268,"crd":"295903","history":[{"filedOn":"2021-03-31","regulatoryAum":1390170442,"clients":16,"employees":19,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":1967554772,"clients":23,"employees":28,"offices":3},{"filedOn":"2023-06-08","regulatoryAum":3485366626,"clients":25,"employees":45,"offices":3},{"filedOn":"2024-06-12","regulatoryAum":4572992961,"clients":35,"employees":53,"offices":3},{"filedOn":"2025-03-31","regulatoryAum":5164354245,"clients":36,"employees":60,"offices":4},{"filedOn":"2026-09-15","regulatoryAum":6088081268,"clients":38,"employees":67,"offices":5}],"secFileNumber":"801-117079","legalName":"Warren Equity Partners Manager, L.P.","displayName":"Warren Equity Partners Manager","slug":"warren-equity-partners-manager-295903","website":"https://warrenequity.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/warren-equity-partners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1532 2nd Street South","city":"Jacksonville Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"32250"},"tradeNames":[],"registration":{"secApproved":"26 July 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":67,"advisory":25,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6088081268,"discretionary":6088081268,"discretionaryAccounts":38,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":38,"regulatoryAum":6088081268}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Warren Equity Partners Manager has custody of $6.09B in client assets for 38 clients.","otherCustodians":[],"leadership":[{"name":"Pinal Parekh","title":"Chief Financial Officer","crd":"7216799"},{"name":"Henrik Dahlback","title":"Partner and Chief Compliance Officer","crd":"4589113"},{"name":"Scott Bruckmann","title":"Partner","crd":"5154163"},{"name":"Steven Wacaster","title":"Partner","crd":"3113800"}],"ownership":[{"label":"Scott Bruckmann","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2018. Also a member of Warren Equity Partners GP, LLC in the 25% to 50% band and a control person, since January 2018."},{"label":"Steven Wacaster","detail":"Partner in the 50% to 75% ownership band and a control person, since January 2018. Also a managing member of Warren Equity Partners GP, LLC in the 50% to 75% band and a control person, since January 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1J 8BA","street":"5 BOLTON STREET","display":{"city":"LONDON","region":null,"postalCode":"W1J 8BA","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"1532 2nd Street South","city":"Jacksonville Beach","headquarters":true},{"street":"1825 West Avenue","city":"Miami Beach"}]},{"state":"New York","offices":1,"addresses":[{"street":"11 East 26th Street","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"10000 Memorial Drive","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"904-746-7027","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":38},"sources":{"adv1FilingDate":"15 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/295903/PDF/295903.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Warren Equity Partners Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Warren Equity Partners Manager offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Warren Equity Partners Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Warren Equity Partners Manager?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Warren Equity Partners Manager get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Warren Equity Partners Manager?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}