{"url":"https://nivawealth.com/firms/corvex-management-158197","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158197","regulatoryAum":4568423980,"crd":"158197","history":[{"filedOn":"2021-03-31","regulatoryAum":2392206533,"clients":10,"employees":15,"offices":1},{"filedOn":"2022-05-25","regulatoryAum":2942050215,"clients":10,"employees":15,"offices":1},{"filedOn":"2023-04-24","regulatoryAum":2889914928,"clients":11,"employees":14,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":3167281785,"clients":11,"employees":13,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":4048245457,"clients":10,"employees":16,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":4568423980,"clients":10,"employees":16,"offices":1}],"secFileNumber":"801-74085","legalName":"Corvex Management LP","displayName":"Corvex Management","slug":"corvex-management-158197","website":"https://corvexmanagementlp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/158197/29cc6596334f507a-r1.webp","tone":"light","width":631,"height":200,"sourceUrl":"https://www.corvexmanagementlp.com/","sourceLabel":"Corvex Management LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/corvex-management-lp/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"667 Madison Avenue, 23rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10065"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":16,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":4568423980,"discretionary":4568423980,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":60,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":4107237993},{"label":"Other","clients":2,"regulatoryAum":461185987}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Merrill Lynch Professional Clearing Corp.","shortName":"Merrill Lynch Professional Clearing","location":"New York, NY","smaAssets":153020311},{"name":"Goldman Sachs & Co. LLC","shortName":"Goldman Sachs & Co.","location":"New York, NY","smaAssets":320205984}],"custodyNote":"Corvex Management has custody of $209M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Brian Emes","title":"Chief Financial Officer","crd":"7079604"},{"name":"Patrick Dooley","title":"General Counsel, Chief Legal Officer, & Chief Compliance Officer","crd":"6471039"},{"name":"Garrett Bembenek","title":"Chief Operations Officer","crd":"7079600"},{"name":"Keith Meister","title":"Managing Partner","crd":"2649054"}],"ownership":[{"label":"Keith Meister","detail":"Managing partner in the 75% or more ownership band and a control person, since December 2010. Also a sole member of Meister Capital Management LLC in the 75% or more band and a control person, since December 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"667 Madison Avenue, 23rd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-474-6700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":8},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158197/PDF/158197.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Corvex Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Corvex Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Corvex Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Corvex Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Corvex Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Corvex Management?","answer":"Corvex Management’s direct owner is Keith Meister (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Corvex Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Corvex Management?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/corvex-management-158197/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1535472/000101143826000545/0001011438-26-000545-index.html","totalValue":3274441524,"positionCount":25,"top10Share":0.7715579372795665,"top10":[{"issuer":"ILLUMINA INC","titleOfClass":"COM","cusip":"452327109","value":497695958,"shares":2830552,"shareType":"SH","priorValue":472037482,"priorShares":3829608},{"issuer":"GENEDX HOLDINGS CORP","titleOfClass":"COM CL A","cusip":"81663L200","value":328460731,"shares":4784570,"shareType":"SH","priorValue":207311729,"priorShares":3228149},{"issuer":"VESTIS CORPORATION","titleOfClass":"COM 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}