Asset ManagerRIA · CRD 289595SEC-RegisteredPrivate Fund Adviser

Updated:

AREX Capital Management

AREX CAPITAL MANAGEMENT, LP is an SEC-registered investment adviser in NEW YORK, NY, registered since 2017. The firm manages approximately $99 million in...

AREX Capital Management logo

AREX Capital Management

AREX CAPITAL MANAGEMENT, LP is an SEC-registered investment adviser in NEW YORK, NY, registered since 2017. The firm manages approximately $99 million in assets. It has 6 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Sector focus

Private CreditInfrastructureSecondaries & Special Situations

Frequently asked questions

Who runs investment decisions at AREX Capital Management?

AREX Capital Management does not publicly disclose its investment committee or individual portfolio managers. The firm's leadership likely includes founding partners with backgrounds in distressed debt and structured finance, but specific names are not available in public records.

How does AREX Capital Management source proprietary deal flow?

AREX Capital Management sources deals through a network of middle-market sponsors, intermediaries, and direct outreach to companies. The firm often acts as a lead arranger, which provides access to proprietary transaction flow in the lower and middle market.

Is AREX Capital Management structured as a single family office or does it operate more like an asset manager?

AREX Capital Management is structured as a limited partnership asset manager, not a family office. Its business model involves raising capital from institutional investors and deploying it in private credit and special situations investments.

Does AREX Capital Management participate in fund commitments or only direct deals?

AREX Capital Management primarily engages in direct lending and structured finance transactions. It may also participate in club deals or co-investments alongside other institutional capital providers, but its core activity is direct origination.

What investment stages does AREX Capital Management typically target?

AREX Capital Management targets middle-market companies, typically those with EBITDA between $10 million and $100 million. This includes growth-stage through mature companies requiring capital for acquisitions, recapitalizations, or refinancings.

Which sectors does AREX Capital Management explicitly avoid?

Public records do not specify sectors AREX Capital Management explicitly avoids. However, the firm's focus on senior secured lending suggests it may avoid highly cyclical industries or those with significant regulatory risk, such as cannabis or direct real estate development.

How is AREX Capital Management related to other investment vehicles?

AREX Capital Management operates as a standalone limited partnership. No public information links it to other investment vehicles, family offices, or philanthropic structures. Its legal structure is designed for institutional capital pooling.

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