# Warwick Investment Group

Warwick Investment Group is an Asset Manager based in Oklahoma City, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** warwickinvestmentgroup.com
- **LinkedIn:** https://www.linkedin.com/company/warwick-investment-group

## Regulatory record

- **CRD number:** 226670
- **SEC file number:** 801-96290
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226670

## About

Warwick Investment Group is an SEC-registered investment adviser in Oklahoma City, OK, registered since 2015. The firm manages approximately $2.1 billion in assets. It has 82 employees and 13 investment advisers.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit

## People

- Kate Richard — Founder and Chief Executive Officer

## 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.

### 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.

## Related profiles

- [Voyager Capital](https://altss.com/profile/voyager-capital)
- [WAVE Management](https://altss.com/profile/wave-management)

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Last updated: 2026-06-03T20:00:00.000Z

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