Warren Financial Service is an exempt reporting adviser based in Exton, PA that reports managing 1 hedge fund on Form ADV. Its private funds, of all types, hold $74.8 million in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $74.8 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 119066
- Latest Form ADV
- 03/26/2024Disciplinary disclosures: none reported
Private funds reported on Form ADV (1)
Fund
Gross assets
Minimum
Owners
Adviser
Big Dividend Hedge Strategy
Delaware, United StatesHedge fund
Gross assets$74.8M
Minimum$300K
Owners76
AdviserWarren Financial Service
As reported in the adviser's Form ADV filed Mar 26, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures