Warwick Investment Management Inc

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Assets, Funds, Holdings

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Warwick Investment Management Inc
CRD #105951
SEC #801-14704
CIK #0001085146, 0001931041
AUM 2,482.2 M (2026-06-16)
Employees 9 (44% Investors, 0% Brokers)
Phone979-260-9777
Address4444 Carter Creek Parkway
Bryan, TX 77802
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.01999200820172027
Sector Form 13F Holdings Value ($M)
Sprott Physical Gold Trust 7.4
Apple Inc 7.1
Nvidia Corp 4.4
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
80064048032016002014201820222027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 51 0.0
(b) Individuals (high net worth individuals) 202 1.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.5
(h) Charitable organizations 0 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,533 2.5
By Discretionary
Discretionary 1,531 2.0
Non-Discretionary 2 0.5
Total 1,533 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 1,533 2.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001085146]
13F-HR [0001931041]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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