Firm profile

AREX CAPITAL MANAGEMENT, LP

NEW YORK, NYCRD 289595Latest ADV March 31, 2026

Arex Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $99M in regulatory assets under management, 6 employees, and 12 accounts.

Assets Under Management
$99M
Employees
6
Offices
--
Total Clients
12
Primary office
NEW YORK, NY
10 EAST 53RD STREET, 11TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJason M. Abrams
CFOJason M. Abrams
COOValerie S. Toomey

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentSMA represent 66.7% of total clients.
Top client categories% of clientsClients
1
SMA
66.7%
8
2
Pooled Investment Vehicles
33.3%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$99Mas of March 31, 2026
Discretionary100.0%
$99M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$99M
Total Accounts12
10Y AUM Change+$99M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee2:1
10Y Employee Change-1 (-14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.