DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 32 filings
SEC status approved since Mar 30, 2012
RAUM
$4.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$4.6B as of Mar 30, 2026
Mar 28, 2013$3.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)16 as of Mar 30, 2026
Mar 28, 201318 then
Private funds8 as of Mar 30, 2026
Mar 28, 20132 then
RAUM +13% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $457MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $209M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $209M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.9 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• S••••• E••••• M••••• F••• L• | Hedge Fund | $1.3B | 7 | Aug 22, 2017 |
| C••••• M••••• F••• L• | Hedge Fund | $846M | 48 | Feb 14, 2012 |
| W•••• T••• H••••••• L•no longer reported | Hedge Fund | $700M | 1 | Aug 22, 2017 |
| C••••• I••••••••• M••••• F••• S•• L••• ••••• P• S••••••••• P•••••••••no longer reported | Hedge Fund | $442M | 22 | Jul 9, 2015 |
| C••••• I••••••••• M••••• F••• S•• L••• ••••• C• S••••••••• P••••••••• | Hedge Fund | $273M | 1 | Feb 25, 2020 |
| C••••• I••••••••• M••••• F••• S•• L••• ••••• L• S••••••••• P•••••••••no longer reported | Hedge Fund | $262M | 1 | Feb 27, 2019 |
| C••••••• L• | Hedge Fund | $175M | 20 | Aug 26, 2019 |
| C••••• D•••••• E••••• S••••• M••••• F••• L• | Hedge Fund | $174M | 2 | Nov 24, 2020 |
| C••••• C••••••••• L••no longer reported | Hedge Fund | $153M | 21 | Feb 26, 2013 |
| C••••• P•••no longer reported | Hedge Fund | $95.3M | 1 | Aug 26, 2019 |
| X••• P••••••• L• | Hedge Fund | $10.0M | 5 | Jul 9, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• G••••••• T••••• · Chief Operations Officercontrolsince 01/2019 · owns less than 5%
- D•••••• P••••••• J••••• · General Counsel, Chief Legal Officer, & Chief Compliance Officercontrolsince 01/2014 · owns less than 5%
- E•••• B••••• E••••• · Chief Financial Officercontrolsince 01/2019 · owns less than 5%
- M••••••• K••••• A•••• · Managing Partnercontrolsince 12/2010 · owns 75% or more
- M••••••• K••••• A•••• · Sole Membercontrolsince 12/2010 · owns 75% or more of M•••••• C•••••• M••••••••• L••
Entity owners
- M•••••• C•••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C••••• G• I• L••bankpooled vehicle sponsorn
- C••••• G• I•• L••bankpooled vehicle sponsorn
- C••••• G• L•bankpooled vehicle sponsorn
- C••••• P• G• L••pooled vehicle sponsorn
- C••••• S••••• E••••• G• L••bankpooled vehicle sponsorn
- X••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $202M to $209MMar 28, 2025 to Mar 30, 2026
- Private funds · 7 to 8Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $4.0B to $4.6BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.5B to $4.1BMar 28, 2025 to Mar 30, 2026
- RAUM · $4.0B to $4.6BMar 28, 2025 to Mar 30, 2026
- Accounts · 9 to 10Oct 11, 2024 to Mar 28, 2025
- Advisory employees · 6 to 8Oct 11, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 8Oct 11, 2024 to Mar 28, 2025
- Assets in custody · $273M to $202MOct 11, 2024 to Mar 28, 2025
- Employees · 13 to 16Oct 11, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 11, 2024 to Mar 28, 2025
- Private funds · 6 to 7Oct 11, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.2B to $4.0BOct 11, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.8B to $3.5BOct 11, 2024 to Mar 28, 2025
- RAUM · $3.2B to $4.0BOct 11, 2024 to Mar 28, 2025
- Assets in custody · $208M to $273MOct 6, 2023 to Mar 27, 2024
- Employees · 14 to 13Oct 6, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.9B to $3.2BOct 6, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2.5B to $2.8BOct 6, 2023 to Mar 27, 2024
- RAUM · $2.9B to $3.2BOct 6, 2023 to Mar 27, 2024
- Accounts · 10 to 9May 25, 2022 to Mar 31, 2023
- Advisory employees · 7 to 6May 25, 2022 to Mar 31, 2023
- Corporate clients · 2.0 to unsetMay 25, 2022 to Mar 31, 2023
- Assets in custody · $262M to $208MMay 25, 2022 to Mar 31, 2023
- Employees · 15 to 14May 25, 2022 to Mar 31, 2023
- Private funds · 7 to 6May 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.9B to $2.9BMay 25, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.7B to $2.5BMay 25, 2022 to Mar 31, 2023
- RAUM · $2.9B to $2.9BMay 25, 2022 to Mar 31, 2023
- Private funds · 6 to 7Mar 31, 2022 to May 25, 2022
- Accounts · 9 to 10Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 6 to 7Mar 31, 2021 to Mar 31, 2022
- Corporate clients · 1 to 2Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 8 to 7Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $396M to $262MMar 31, 2021 to Mar 31, 2022
- Private funds · 7 to 6Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.4B to $2.9BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.3B to $2.7BMar 31, 2021 to Mar 31, 2022
- RAUM · $2.4B to $2.9BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 8 to 6Nov 24, 2020 to Mar 31, 2021
Signals
12 dated events
- C••••• M••••••••• L• reported RAUM $4.0B, up 28% from $3.2B (2024-10-11 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Sam Bezek (Chief Compliance Officer) no longer on Schedule A of C••••• M••••••••• L• (listed 2023-04-24, absent 2023-10-06)Oct 6, 2023 · Control person left · inference
- Dhruv Rupal Doshi (Chief Operating Officer) no longer on Schedule A of C••••• M••••••••• L• (listed 2022-05-25, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Michael Goldberg (Senior Managing Director) no longer on Schedule A of C••••• M••••••••• L• (listed 2022-05-25, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Keith Nunziata (Senior Managing Director) no longer on Schedule A of C••••• M••••••••• L• (listed 2020-11-24, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Rizwan Sabar (Senior Managing Director) no longer on Schedule A of C••••• M••••••••• L• (listed 2020-02-25, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Michael Goldberg (Senior Managing Director) appeared on Schedule A of C••••• M••••••••• L•Feb 27, 2019 · Control person joined · fact
- C••••• M••••••••• L• reported RAUM $2.4B, down 45% from $4.4B (2018-03-28 to 2019-02-27)Feb 27, 2019 · RAUM change · derived
- Andrew Malcolm Levine (Senior Managing Director) no longer on Schedule A of C••••• M••••••••• L• (listed 2018-03-28, absent 2019-02-27)Feb 27, 2019 · Control person left · inference
- Rizwan Sabar (Senior Managing Director) appeared on Schedule A of C••••• M••••••••• L•Feb 27, 2019 · Control person joined · fact
- Keith Nunziata (Senior Managing Director) appeared on Schedule A of C••••• M••••••••• L•Feb 27, 2019 · Control person joined · fact
- C••••• M••••••••• L• reported RAUM $4.4B, down 41% from $7.4B (2017-08-22 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- C••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/corvex-management-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-474-6700reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026