ARETEX CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2018
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$252M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
296753
Registered since
June 4, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Aretex Capital Management, LP is a limited partnership that operates as a private equity manager and sponsor of pooled investment vehicles. The firm focuses on managing and advising private funds for institutional clients, acting in sponsor, general partner and managing-member roles when it forms vehicles. Its advisory mandate centers on portfolio management for pooled vehicles and the selection of outside advisers, indicating a mix of internal deal origination and delegating specialized work to third-party managers. Fee arrangements combine asset-based fees with performance-based components, aligning compensation with fund outcomes. The adviser is not registered as an active ESG investor and is structured to serve a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Klinger

    Chief Compliance OfficerCRD 8067325

Contacts

1 of 1
  • ANDREW FELLER

    Managing PartnerCRD 2790611

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth