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
Economics
AUM trajectory
'20 · $147.0M
'21 · $289.3M
'22 · $359.7M
'23 · $541.4M
'25 · $139.1M
'26 · $99.4M
'20'26
$147.0M → $99.4M▼ -32%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-11-212024-11-21 · 0001013594-24-000996
2023-11-212023-11-21 · 0001013594-23-000952
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10 EAST 53RD STREET11TH FLOORNEW YORK, NY 10022
Business
10 EAST 53RD STREET11TH FLOORNEW YORK, NY 10022
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited