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ARETEX CAPITAL MANAGEMENT, LP

NEW YORK, NY · CRD 296753 · IAPD ↗ · aretexcapital.com · 212-651-2260

$251.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — ARETEX CAPITAL MANAGEMENT, LP now reports custody of client assets ($246.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — ARETEX CAPITAL MANAGEMENT, LP reported RAUM up 184% ($88.6M -> $251.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — ARETEX CAPITAL MANAGEMENT, LP reported RAUM down 86% ($629.9M -> $88.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — ARETEX CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($434.8M -> $629.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.