{ "crd_number": 158197, "slug": "corvex-management-lp-new-york-ny-158197", "primary_business_name": "CORVEX MANAGEMENT LP", "legal_name": "CORVEX MANAGEMENT LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 4568423980.0, "raum_discretionary": 4568423980.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 16, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 461185987.0, "count": 2, "description": "SEPARATELY MANAGED ACCOUNTS" }, "pooled_investment_vehicles": { "raum": 4107237993.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "NY" ], "websites": [ "https://corvexmanagementlp.com", "https://linkedin.com/company/corvex-management-lp" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158197", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/corvex-management-lp-new-york-ny-158197", "display_name": "Corvex Management LP", "summary": "Corvex Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Corvex Management LP (CRD 158197): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Other" ], "quick_answers": [ { "q": "How is Corvex Management LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Corvex Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Corvex Management LP located?", "a": "Corvex Management LP's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Corvex Management LP registered with the SEC or a state?", "a": "Corvex Management LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158197." }, { "q": "How much does Corvex Management LP manage?", "a": "Corvex Management LP reports $4,568,423,980 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Corvex Management LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Corvex Management LP: Regulatory assets under management: $2,392,206,533 in the October 2021 data and $4,568,423,980 in the October 2026 data, up 91%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Corvex Management LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); other (2)." }, { "q": "Which custodians does Corvex Management LP use?", "a": "Corvex Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Merrill Lynch Professional Clearing Corp. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Corvex Management LP report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158197" }, { "q": "What changed in Corvex Management LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $4,048,245,457 to $4,568,423,980 (+13%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2392206533.0, "total_employees": 15, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2942050215.0, "total_employees": 15, "filing_date": "2022-05-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2889914928.0, "total_employees": 14, "filing_date": "2023-04-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3167281785.0, "total_employees": 13, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4048245457.0, "total_employees": 16, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4568423980.0, "total_employees": 16, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $4,048,245,457 to $4,568,423,980 (+13%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Goldman Sachs & Co. LLC", "name_as_filed": "GOLDMAN SACHS & CO. LLC", "affiliated": false }, { "name": "Merrill Lynch Professional Clearing Corp.", "name_as_filed": "MERRILL LYNCH PROFESSIONAL CLEARING CORP.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/corvex-management-lp-new-york-ny-158197.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 4107237993.0 }, { "type": "other", "label": "Other", "count": 2, "fewer_than_5": false, "raum": 461185987.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158197", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }