Aretex Capital Management, LP

Fee-Only (% of Portfolio)

Aretex Capital Management, LP is a registered investment advisor organized as a Delaware limited liability company and principally owned by Andrew Feller. Aretex provides discretionary investment advisory services to private equity-oriented pooled investment vehicles, such as the Aretex Capital Partners Continuation Fund, LP. The firm focuses on equity and equity-like investments, including convertible preferred and mezzanine capital, primarily in North America and Europe. Aretex utilizes a cross-border strategy to help portfolio companies access international markets and diversify across geographies, targeting middle-market companies with equity values ranging from $20 million to $200 million. As an institutional private equity manager, Aretex does not directly manage individual retail client portfolios or provide personal financial planning services.

Assets Under Management$250M
Clients1
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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