WARWICK INVESTMENT GROUP, LLC
CRD #226670 SEC #801-96290 OKLAHOMA CITY, OK 405-607-3400
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
76
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 76 | 0 |
| Dec 2024 | $1.6B | $1.6B | $0 | 76 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 76 | 0 |
| Feb 2024 | $1.7B | $1.7B | $0 | 70 | 0 |
| Oct 2023 | $1.7B | $1.7B | $0 | 70 | 0 |
| Jun 2023 | $1.7B | $1.7B | $0 | 70 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 70 | 0 |
| Jul 2022 | $1.2B | $1.2B | $0 | 70 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 65 | 0 |
| Jan 2022 | $1.1B | $1.1B | $0 | 60 | 0 |
| Oct 2021 | $1.1B | $1.1B | $0 | 60 | 0 |
| Sep 2021 | $1.1B | $1.1B | $0 | 60 | 0 |
| Sep 2021 | $1.1B | $1.1B | $0 | 60 | 0 |
| Jul 2021 | $936M | $936M | $0 | 60 | 2 |
| May 2021 | $936M | $936M | $0 | 60 | 2 |
| Mar 2021 | $923.1M | $923.1M | $0 | 60 | 2 |
| May 2020 | $1.1B | $1.1B | $0 | 70 | 2 |
| May 2020 | $1.1B | $1.1B | $0 | 70 | 2 |
| Mar 2020 | $1.1B | $1.1B | $0 | 70 | 2 |
| Nov 2019 | $1.2B | $1.2B | $0 | 70 | 2 |
| Aug 2019 | $1.1B | $1.1B | $0 | 70 | 2 |
| Jun 2019 | $885.3M | $885.3M | $0 | 70 | 2 |
| Mar 2019 | $751.9M | $751.9M | $0 | 70 | 1 |
| May 2018 | $796.2M | $796.2M | $0 | 50 | 1 |
| Mar 2018 | $796.2M | $796.2M | $0 | 50 | 1 |
| Jan 2018 | $748.1M | $748.1M | $0 | 45 | 1 |
| May 2017 | $748.1M | $748.1M | $0 | 45 | 1 |
| Mar 2017 | $748.1M | $748.1M | $0 | 45 | 1 |
| Sep 2016 | $568.3M | $568.3M | $0 | 45 | 1 |
| Apr 2016 | $555.4M | $555.4M | $0 | 35 | 1 |
| Mar 2016 | $251.4M | $251.4M | $0 | 35 | 1 |
| Sep 2015 | $155.5M | $155.5M | $0 | 35 | 1 |
| Aug 2015 | $155.5M | $155.5M | $0 | 35 | 1 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients0
DateDec 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees76
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees76
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients0
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients0
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees70
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees70
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees65
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees60
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees60
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees60
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees60
Clients0
DateJul 2021
Total AUM$936M
Discretionary$936M
Non-Disc.$0
Employees60
Clients2
DateMay 2021
Total AUM$936M
Discretionary$936M
Non-Disc.$0
Employees60
Clients2
DateMar 2021
Total AUM$923.1M
Discretionary$923.1M
Non-Disc.$0
Employees60
Clients2
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees70
Clients2
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees70
Clients2
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees70
Clients2
DateNov 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees70
Clients2
DateAug 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees70
Clients2
DateJun 2019
Total AUM$885.3M
Discretionary$885.3M
Non-Disc.$0
Employees70
Clients2
DateMar 2019
Total AUM$751.9M
Discretionary$751.9M
Non-Disc.$0
Employees70
Clients1
DateMay 2018
Total AUM$796.2M
Discretionary$796.2M
Non-Disc.$0
Employees50
Clients1
DateMar 2018
Total AUM$796.2M
Discretionary$796.2M
Non-Disc.$0
Employees50
Clients1
DateJan 2018
Total AUM$748.1M
Discretionary$748.1M
Non-Disc.$0
Employees45
Clients1
DateMay 2017
Total AUM$748.1M
Discretionary$748.1M
Non-Disc.$0
Employees45
Clients1
DateMar 2017
Total AUM$748.1M
Discretionary$748.1M
Non-Disc.$0
Employees45
Clients1
DateSep 2016
Total AUM$568.3M
Discretionary$568.3M
Non-Disc.$0
Employees45
Clients1
DateApr 2016
Total AUM$555.4M
Discretionary$555.4M
Non-Disc.$0
Employees35
Clients1
DateMar 2016
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees35
Clients1
DateSep 2015
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees35
Clients1
DateAug 2015
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees35
Clients1