AREX CAPITAL MANAGEMENT, LP

B57
CRD 289595·SEC 801-111777·NEW YORK, NY
AUM
$99.4M
$25M-$100M
Est. Revenue
$994K
@ 1% on AUM
Est. EBITDA
$298K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AREX CAPITAL MANAGEMENT, LP
CRD
289595
SEC file #
801-111777
EIN
000000000
DBA names

Economics

AUM
$99.4M
AUM band
$25M-$100M
AUM trajectory
'20'26
$147.0M → $99.4M▼ -32%
Client mix
Other8
Pooled Investment Vehicles4

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RECHTSCHAFFEN, ANDREW, VICTOR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
RECHTSCHAFFEN, ANDREW, VICTOR
GECCO CAPITAL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AREXCAPITAL.COM
Rdap Domain Creation Date
2017-02-07T18:53:13Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002001870
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-11-21
Edgar Last Filing Date
2024-11-21
Edgar Form D Count
2
Edgar Form D Offerings
2024-11-212024-11-21 · 0001013594-24-000996
2023-11-212023-11-21 · 0001013594-23-000952

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley12
Goldman Sachs10
Pershing6
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
10 EAST 53RD STREET11TH FLOORNEW YORK, NY 10022
Business
10 EAST 53RD STREET11TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-11-21 · 0001013594-24-000996
D2023-11-21 · 0001013594-23-000952
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-07T18:53:13Z
Rdap Domain Last Changed
2025-02-08T14:02:53Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2635740
Trust Company Affiliate
Yes