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Corvex Management

Private funds

New York, NYCRD 158197Updated

Corvex Management is an investment adviser based in New York, NY, registered with the SEC since 2012. It provides investment management. Its clients include pooled investment vehicles and other clients. Its regulatory assets under management total $4.57 billion, as filed on 30 March 2026.

10
Clients
Not reported
AUM per individual client
8
Advisory staff
1
Offices

From Form ADV filed 30 March 2026SEC record

Services and clients

Corvex Management provides portfolio management for pooled vehicles. The firm advises 8 private funds.

Corvex Management reports 10 clients. They include 8 pooled investment vehicles and 2 other clients. Of its assets, 100.0% ($4.57B across 10 accounts) are managed with discretion. Of its clients, 60% are outside the U.S.

Clients and assets by client type
Clients10 clients
Assets$4.57B
Client typeClientsAssets
Pooled investment vehicles80%90%
Other20%10%
Client breakdown and activity details
Pooled investment vehicles
Clients
8
Regulatory AUM
$4.11B
AUM share
89.9%
Avg. per client
$513M
Other
Clients
2
Regulatory AUM
$461M
AUM share
10.1%
Avg. per client
$231M

Total

Clients
10
Regulatory AUM
$4.57B
AUM share
100%
Avg. per client
$457M
Clients outside the U.S.
60%
Clients advised without assets under management last fiscal year
0
Private funds advised
8

Fees and minimums

Corvex Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Keith Meister owns 75% or more of Corvex Management. The leadership team of Corvex Management includes Chief Financial Officer Brian Emes and Chief Compliance Officer Patrick Dooley. It has 16 employees, 8 of them in advisory roles.

Loading adviser profiles

Staff

  • 16 employees
  • 8 in advisory functions
Who owns the firm
Corvex Management LP· the adviser
  • Keith Meister

    Control person · since December 2010

    Owns 75% or more of Corvex Management LP

Growth and acquisitions

Corvex Management’s regulatory assets grew 1.9× from $2.39B (March 2021) to $4.57B (March 2026); clients were 10 in both filings and employees rose from 15 to 16.

By annual filing
Measure
Figures from each annual filing
FiledRegulatory AUMClientsStaffEmployeesOffices
Mar 2026March 2026$4.57B10161
Mar 2025March 2025$4.05B10161
Mar 2024March 2024$3.17B11131
Apr 2023April 2023$2.89B11141
May 2022May 2022$2.94B10151
Mar 2021March 2021$2.39B10151

Offices and registration details

Besides its headquarters, Corvex Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 667 Madison Avenue, 23rd Floor, New YorkHQ

Contact and registration details

Legal name
Corvex Management LP
Headquarters
667 Madison Avenue, 23rd Floor, New York, NY 10065
SEC file
801-74085
Structure
Delaware limited partnership
Fiscal year end
December

Custodians

Corvex Management’s named custodians for separately managed accounts are Goldman Sachs & Co. ($320M, 68%) and Merrill Lynch Professional Clearing ($153M, 32%). Corvex Management has custody of $209M for 1 clients.

Reported separately managed account assets by custodian
$473M
named custodians
  • Merrill Lynch Professional ClearingMerrill Lynch Professional Clearing Corp. · New York, NY · $153M32%
  • Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $320M68%

Investments and reported holdings

At year end, Corvex Management’s separately managed accounts were mostly in stocks (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.27B across 25 positions; the largest are Illumina Inc. (15.2%), Genedx Holdings Corp. (10.0%) and Vestis Corporation (8.8%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks100%
Loading reported holdings

Common questions

How many clients does Corvex Management have?

Corvex Management has 10 clients and manages $4.57 billion for them, as of March 2026. They include 8 pooled investment vehicles and 2 other clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Corvex Management offer?

Corvex Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Corvex Management use?

Corvex Management’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $320M and Merrill Lynch Professional Clearing Corp. (New York, NY), with $153M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026

How many financial advisors does Corvex Management have?

Corvex Management has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Corvex Management invest in?

At the end of its last fiscal year, Corvex Management’s separately managed accounts held 100% exchange-traded equities. It advises 8 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Corvex Management?

Corvex Management’s direct owner is Keith Meister (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Corvex Management get paid?

Corvex Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Corvex Management?

Corvex Management’s main office is at 667 Madison Avenue, 23rd Floor, New York, NY 10065. Its phone number is 212-474-6700. Its website is corvexmanagementlp.com.

Source: Form ADV Part 1A, Item 1.F, filed 30 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 158197.
  3. SEC registered adviser data, annual Form ADV amendments filed 31 March 2021 to 30 March 2026. Items 1.F and 5.
  4. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. The logo is reproduced for identification from Corvex Management LP, website.

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