CORVEX MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$457M
Accounts
10
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
158197
Registered since
March 30, 2012
Custodians
GOLDMAN SACHS & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles89.9%
  • Other10.1%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Corvex Management LP is a privately held limited partnership that operates as a multi-strategy alternative manager, combining hedge fund and private equity activities. The firm is SEC-registered (since 2012) and serves primarily institutional clients. Its fee arrangements include asset-based fees plus performance-linked compensation. Corvex conducts portfolio management for pooled investment vehicles and is active as a CPO/CTA; it also functions in sponsor/GP and managing-member roles for some pooled vehicles. The firm does not position itself as an ESG investor and is not structured 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

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Client base

Client personas

Asset composition

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

Owners & executives

3 of 4
  • BRIAN EMES

    Chief Financial OfficerCRD 7079604

  • KEITH MEISTER

    Managing Partner and Chief Investment OfficerCRD 2649054

  • GARRETT BEMBENEK

    Chief Operations OfficerCRD 7079600

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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

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.2M in ETFs

Passive

100%

$1.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$1.2M5,000100.00%

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
667 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth