Single Family OfficeRIA · CRD 137449SEC-Registered

Updated:

Warren Capital Group

WARREN CAPITAL GROUP is an SEC-registered investment adviser in Charleston, SC, registered since 2021. The firm manages $131 million in assets, $125 million on...

Warren Capital Group

WARREN CAPITAL GROUP is an SEC-registered investment adviser in Charleston, SC, registered since 2021. The firm manages $131 million in assets, $125 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Charleston

Corporate office

New York, NY, United States

Principals

Philip Warren

Managing Partner

Sector focus

Enterprise SoftwareAI/MLFinancial Services

Frequently asked questions

Who runs investment decisions at Warren Capital Group?

Philip Warren serves as the managing partner and leads the firm's investment activities. The firm operates as a single-family office, and investment decisions appear concentrated under his oversight rather than distributed across a large investment committee. Details on additional internal investment professionals have not been made public.

What investment stages does Warren Capital Group typically target?

Warren Capital Group focuses on late-stage venture and growth equity rounds. The firm targets companies that have established product-market fit and are in the process of scaling revenue, rather than seed or early-stage startups. Its capital has appeared in direct equity financings alongside institutional venture firms.

Is Warren Capital Group structured as a single family office or does it operate more like a venture firm?

Warren Capital Group is structured as a single-family office managing private family capital. While its investment activity resembles that of a specialized growth-equity investor, the firm does not raise external funds, charge management fees to outside limited partners, or market itself as a venture capital firm. Its low public profile is consistent with a dedicated family capital vehicle rather than an institutional fund manager.

Does Warren Capital Group participate in fund commitments or only direct deals?

The firm's known activity is concentrated in direct equity investments in operating companies. There is no public evidence of Warren Capital Group serving as a limited partner in third-party venture or private equity funds. This direct-only posture distinguishes it from family offices that blend fund commitments with co-investment programs.

Where does the underlying wealth come from?

The source of the family wealth backing Warren Capital Group has not been publicly disclosed. The firm has not released information on the industry or liquidity event that generated the capital pool it now deploys. This is not unusual for single-family offices that prioritize privacy over public narrative-building about their financial origins.

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