Arex Capital Management, Lp

AREX Capital Management, LP is a Registered Investment Adviser founded in 2017, specializing in fundamental research-driven, value-oriented investment management. The firm serves as the investment adviser to private pooled investment vehicles, including the Onshore Fund, Offshore Fund, and Master Fund. The minimum required investment for investors is $1,000,000. AREX Capital charges a management fee ranging from 0.75% to 1.25% of the net asset value of the Fund. Additionally, a performance allocation of 20% is applicable for certain interests, subject to specific conditions. The firm's investment strategies focus on earning significant absolute returns through a disciplined, research-driven approach, primarily investing in publicly-traded stocks, with some exposure to options, bonds, and related instruments. AREX Capital emphasizes risk management and acknowledges the speculative nature of its investment program, advising investors to be prepared for potential capital loss. The firm does not participate in Wrap Fee Programs and has regulatory assets under management of approximately $139,078,189 as of December 31, 2024. Clients have limited withdrawal and transfer rights, and the firm exercises full discretionary authority over client accounts, including voting client securities. AREX Capital has not been involved in any legal or disciplinary events related to its advisory business.