Corvex Management: Platform Profile

Overview

Corvex Management is a New York investment manager founded by Keith Meister and associated with concentrated public-equity investing and active ownership. Corvex has used board engagement, strategic dialogue, public campaigns and negotiated agreements when it believes company-specific change can improve value.

The strategy should be described as concentrated active ownership, not as a guarantee that every investment becomes a proxy contest or board campaign.

May fit better for

• qualified investors seeking concentrated equity exposure;
• allocators comfortable with activist or engaged-ownership situations;
• investors with multi-year company-specific underwriting horizons;
• investors able to tolerate high position concentration;
• users seeking a manager with public-company engagement capability.

May fit less well for

• investors seeking broad index diversification;
• retail users seeking public self-service hedge-fund access;
• investors uncomfortable with activist campaign risk;
• users who treat a 13F as complete economic exposure;
• investors expecting one public minimum across private funds and SMAs.

Corvex is SEC registered

• Legal adviser: Corvex Management LP
• CRD: 158197
• SEC number: 801-74085
• SEC registration effective: 2012-03-30
• SEC registered investment adviser: Yes
• Relying adviser: Corvex GP LP

Current regulatory AUM is $4.568B

Current March 30, 2026 Form-ADV-derived data:

• Regulatory AUM: $4.568B
• Regulatory AUM exact: $4,568,423,980
• Regulatory AUM as of: 2026-03-30
• Discretionary AUM: $4.568B
• Client accounts: 10

Q2 2026 13F value is $3.274B

Current SEC filing:

• Q2 2026 13F value: $3.274B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F holding count: 25
• Q2 2026 13F filing ID: 000101143826000545

A concentrated 13F can be informative about public-equity conviction while still omitting shorts, derivatives, cash, private positions and other exposures.

Strategy is concentrated active ownership

Recent public strategy discussion and company-engagement records support:

• Concentrated equity: Yes
• Active ownership: Yes
• Company engagement: Yes
• Strategic and operational change focus: Yes
• Collaborative engagement capability: Yes

Founder/CIO disclosures show:

• Founder CIO: Keith Meister

Company agreements demonstrate engagement capability

Public company filings have documented negotiated agreements involving Corvex, including board and governance arrangements.

One campaign does not define all portfolio positions.

Current private-fund GAV is $3.403B

Current adviser data:

• Private fund count: 17
• Private fund gross assets: $3.403B
• Separately managed accounts: Yes

RAUM includes advisory relationships that cannot be reconstructed by adding private-fund GAV alone.

Universal terms remain undisclosed

• Public self service retail signup: No

Assessment

Corvex's $3.274B Q2 13F is large relative to its $4.568B RAUM because public equity is central to the strategy.

It is still not a substitute for the manager's total regulatory asset measure or the complete economic portfolio.