AREX CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2017
Total AUM
$99.4M
Discretionary
$99.4M
100% of AUM
Avg account
$8.3M
Accounts
12
Employees
6
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
289595
Registered since
September 26, 2017
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.84%
  • Other24.16%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arex Capital Management, LP is a limited partnership that operates as a hedge fund and registered with the SEC in 2017. The firm targets institutional clients and charges a combination of assets-under-management fees plus performance-based fees consistent with an active-manager hedge fund model. Arex performs portfolio management for pooled investment vehicles and is also registered as a CPO/CTA; its filings indicate roles as sponsor, general partner and managing member of pooled vehicles rather than acting as a capital allocator to third-party managers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • VALERIE TOOMEY

    Chief Operating OfficerCRD 6852929

  • JASON ABRAMS

    Chief Compliance OfficerCRD 6011137

  • ANDREW RECHTSCHAFFEN

    Chief Executive OfficerCRD 2635740

Contacts

1 of 1
  • GARY CLAAR

    PartnerCRD 1386725

Wealth teams

FINTRX

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
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth