Hedge Fund - AREX Capital Management

Andrew Victor Rechtschaffen Bio, Returns, AUM, Net Worth

AREX Capital Management, LP, situated in the bustling financial hub of New York City, distinguishes itself as a value-oriented investment firm. With a commitment to a long-term and opportunistic investment philosophy, AREX strategically directs its focus towards publicly traded companies boasting substantial, yet unrealized, potential. The firm's location in the heart of the financial landscape positions it to navigate the complexities of the market and capitalize on unique investment opportunities, aligning with its overarching goal of delivering value to its stakeholders through astute investment strategies.

Andrew Victor Rechtschaffen is the visionary founder behind both Obrem Capital Management LLC and AREX Capital Management LP. Currently serving as the Managing Member at AREX Capital Management LP, he brings a wealth of experience and leadership to the firm. In addition to his roles in the financial sector, Mr. Rechtschaffen plays a pivotal role on the boards of prominent organizations such as UJA-Federation of New York, The Foundation For The Benefit of Ramaz School, Golden Arrow Merger Corp., and Met Council. He also holds a position on the Executive Board of the Wharton Alumni Association and is a Member of Golden Arrow Sponsor LLC. Mr. Rechtschaffen's distinguished career includes past roles such as Managing Member at Obrem Capital Management LLC, Associate at Morgan Stanley, Managing Member at Greenlight Capital, Inc., Analyst at Greenlight Capital, Inc., and Managing Director at Citadel Investment Group, Inc. His academic achievements include earning an MBA and an undergraduate degree from The Wharton School of the University of Pennsylvania. Through his multifaceted contributions, Mr. Rechtschaffen continues to shape and influence the financial landscape while actively participating in philanthropic and community endeavors.

Arex Capital Management oversees discretionary assets totaling $337.8 million as indicated in the Form ADV filed on March 2023. The most recent 13F filing for Q3 2023 revealed $147.02 million in managed 13F securities, showcasing a significant top 10 holdings concentration of 99.48%.

Andrew Victor Rechtschaffen
Fund Profile
Filing Period:
Fund Name: AREX Capital Management
Manager Andrew Victor Rechtschaffen
Portfolio Value $87,548,544
Change This QTR +0.98%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CNNE 1,260,539 $22,866,177 +53% 26.11%
2.
Enhabit Inc
2,472,662 $22,056,145 +3% 25.19%
3. ODP 240,500 $9,444,435 +27% 10.78%
4. MODG 482,197 $7,377,614 +226% 8.42%
5. KBR 102,500 $6,574,350 -7% 7.5%
Latest 13D & 13G Filings
Symbol Company Filed By Filing Date Filing
2020-12-14
2020-04-17