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 $2.1 B (2025-06-24)
Employees 10 (50% Investors, 0% Brokers)
Phone979-260-9777
Address4444 Carter Creek Parkway
Bryan, TX 77802
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02000200820172026
Sector Form 13F Holdings Value ($M)
Sprott Physical Gold Trust 5.3
Apple Inc 5.1
Microsoft Corp 3.7
Nvidia Corp 3.4
Exxon Mobil Corp 2.8
 
 
 
 
 
 
Holdings by Sector ($M)
80064048032016002015201820222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 74 0.0
(b) Individuals (high net worth individuals) 155 1.3
(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 0.4
(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 928 2.1
By Discretionary
Discretionary 926 1.7
Non-Discretionary 2 0.4
Total 928 2.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.1
Total 928 2.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001085146]
13F-HR [0001931041]
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SC 2.2
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NJ 2.1
DDD Partners LLC
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Bridgewater Advisors Inc
NY 2.1
CornerStone Investment Partners LLC
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Ausdal Financial Partners Inc
IA 2.1
RKL Wealth Management LLC
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Creativeone Securities LLC
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