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Warwick Investment Group
Kate Richard founded Warwick Investment Group in 2010 and operates it from Oklahoma City, an unusual base for an institutional asset manager.
Warwick Investment Group
Kate Richard founded Warwick Investment Group in 2010 and operates it from Oklahoma City, an unusual base for an institutional asset manager. The firm does not disclose the underlying wealth source, and no single-family fortune anchors its balance sheet — Warwick raises committed capital like a conventional fund manager rather than stewarding a personal fortune. Warwick runs concentrated strategies across energy royalties, mineral rights and real estate credit. The firm acquires direct working interests and royalty streams in US onshore basins, then manages the underlying asset base for cash yield and eventual divestiture. It also originates bridge and transitional loans secured by commercial real estate, typically in secondary and tertiary markets where bank retrenchment has widened spreads. Stage coverage spans early-stage mineral aggregation through later-stage portfolio recapitalizations, and the firm structures capital through closed-end funds and separately managed accounts rather than open-ended vehicles. Confirmed exposures include Permian Basin mineral positions and structured credit facilities for multifamily and industrial properties across the Sun Belt. The firm maintains a concentrated team in Oklahoma City. It does not publicize headcount, total commitments, or external office locations. Kate Richard has described Warwick as institutionally minded but operationally lean — a posture that limits overhead but constrains known AUM visibility. The absence of adjacent vehicles, philanthropic foundations, or co-investor clubs differentiates Warwick from the multi-generational family offices that typically populate allocator databases. No verifiable operational event from the last 24 months is available. Warwick's structural differentiator is its embeddedness in the physical asset base it finances. Where most private credit or energy managers price risk from a Bloomberg terminal in a coastal city, Warwick underwrites mineral title chains and property-level entitlements in the jurisdictions where the assets sit. That local-origination model, organized inside a fund-manager chassis rather than a family office or a publicly traded royalty trust, remains rare among institutional peers.
General information
Firm type
Generalist
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Principals
Kate Richard
Founder and Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Warwick Investment Group?
Kate Richard serves as Founder and CEO and leads the firm's investment committee. The concentrated team structure in Oklahoma City means key underwriting decisions are not delegated to a separate CIO layer. Richard's public profile reflects a direct-operator model common among energy royalty aggregators and specialized credit firms.
How does Warwick Investment Group source proprietary deal flow?
Warwick sources through relationships with mineral-rights owners, regional banks, and property operators in US onshore basins and secondary real estate markets. The firm's Oklahoma City location gives it proximity to title records, county courthouses and independent operators — a structural advantage over coastal funds that bid on broadly-marketed processes.
Does Warwick Investment Group participate in fund commitments or only direct deals?
Warwick primarily makes direct investments — acquiring mineral and royalty interests and originating real estate credit on its own balance sheet and through managed funds. The firm does not market itself as a fund-of-funds allocator or as a participant in third-party GP-led club deals.
What investment stages does Warwick Investment Group typically target?
Warwick's energy strategy spans early-stage mineral aggregation (acquiring small, fragmented royalty positions and consolidating them into institutional-scale portfolios) and later-stage recapitalizations of existing asset bases. In real estate, it originates transitional credit — bridge loans and structured debt secured by income-producing properties — across multiple stages of the asset lifecycle.
Does Warwick Investment Group maintain philanthropic structures?
No publicly disclosed philanthropic vehicle is associated with Warwick Investment Group. The firm does not list a foundation, donor-advised fund, or charitable program as a related entity, which is consistent with its structure as a fund manager rather than a multi-generational family office.
What is Warwick's known posture on co-investments alongside external GPs?
Warwick does not publicly market a co-investment program or promote side-by-side allocations with external general partners. The firm's described model emphasizes proprietary origination and direct asset ownership rather than syndicate participation.
Which sectors does Warwick Investment Group explicitly avoid?
Warwick's public disclosures focus narrowly on energy royalties, mineral rights aggregation, and real estate credit. The firm does not describe any exposure to venture capital, growth equity, public securities, life sciences, or consumer technology, and its absence from those categories in public databases suggests those are not part of its current mandate.
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