# Warren Capital Group

Warren Capital Group is a RIA based in Charleston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** warrencapitalgroup.com
- **LinkedIn:** https://www.linkedin.com/company/warren-capital-group

## Regulatory record

- **CRD number:** 137449
- **SEC file number:** 801-121205
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137449

## About

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.

## Sectors

- Enterprise Software
- AI/ML
- Financial Services

## People

- Philip Warren — Managing Partner

## 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.

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- [Korbitz Financial Planning](https://altss.com/profile/korbitz-financial-planning-llc)
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Last updated: 2026-07-06T01:24:28.433Z

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