RIA · 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

RIA

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

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.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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