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ENGAGED CAPITAL, LLC, CRD 161251
NEWPORT BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ENGAGED CAPITAL FLAGSHIP MASTER FUND, LP | Hedge Fund | $602M | Jul 25, 2024 | 117 | Oct 24, 2012 | reported | 021-185233 |
| ENGAGED CAPITAL CO-INVEST VI-E, LP | Hedge Fund | $169M | Nov 4, 2021 | 1 | Mar 30, 2020 | dropped | n/a |
| ENGAGED CAPITAL CO-INVEST VI-D, LP | Hedge Fund | $165M | Nov 4, 2021 | 13 | Mar 30, 2020 | dropped | 021-335040 |
| ENGAGED CAPITAL CO-INVEST VI-A, LP | Hedge Fund | $115M | Mar 30, 2020 | 1 | Nov 20, 2017 | dropped | 021-278932 |
| ENGAGED CAPITAL CO-INVEST VI-B, LP | Hedge Fund | $93.0M | Nov 4, 2021 | 20 | Nov 20, 2017 | dropped | 021-270625 |
| ENGAGED CAPITAL CO-INVEST III, L.P. | Hedge Fund | $88.5M | Sep 8, 2016 | 15 | Sep 8, 2016 | dropped | 021-256968 |
| ENGAGED CAPITAL CO-INVEST VI, LP | Hedge Fund | $84.7M | Nov 4, 2021 | 19 | Nov 20, 2017 | dropped | 021-278931 |
| ENGAGED CAPITAL CO-INVEST XI LP | Hedge Fund | $78.7M | Mar 31, 2022 | 21 | Mar 29, 2021 | dropped | 021-376965 |
| ENGAGED CAPITAL MASTER FEEDER I LP | Hedge Fund | $78.4M | Mar 31, 2016 | 19 | Aug 15, 2012 | dropped | 021-185235 |
| ENGAGED CAPITAL CO-INVEST XIV, LP | Private Equity Fund | $61.1M | Jul 25, 2024 | 23 | Mar 28, 2023 | reported | 021-430942 |
| ENGAGED CAPITAL CO-INVEST VI-C, LP | Hedge Fund | $56.7M | Nov 4, 2021 | 19 | Mar 29, 2019 | dropped | n/a |
| ENGAGED CAPITAL CO-INVEST X-A, LP | Hedge Fund | $51.4M | Mar 30, 2020 | 21 | Mar 30, 2020 | dropped | 021-352567 |
| ENGAGED CAPITAL CO-INVEST V-A, LP | Hedge Fund | $50.1M | Mar 30, 2020 | 10 | Nov 20, 2017 | dropped | 021-282230 |
| ENGAGED CAPITAL CO-INVEST V, LP | Hedge Fund | $40.0M | Mar 30, 2020 | 11 | Mar 30, 2017 | dropped | 021-276412 |
| ENGAGED CAPITAL CO-INVEST XII LP | Private Equity Fund | $39.1M | Jun 6, 2023 | 29 | Mar 31, 2022 | dropped | 021-399372 |
| ENGAGED CAPITAL CO-INVEST II L.P. | Hedge Fund | $38.8M | Mar 30, 2017 | 11 | Sep 8, 2016 | dropped | 021-256956 |
| ENGAGED CAPITAL CO-INVEST XVI, LP | Private Equity Fund | $33.8M | Jul 25, 2024 | 23 | Feb 23, 2024 | reported | 021-4913176 |
| ENGAGED CAPITAL CO-INVEST X, LP | Hedge Fund | $31.0M | Mar 30, 2020 | 1 | Mar 30, 2020 | dropped | 021-352566 |
| ENGAGED CAPITAL CO-INVEST V-B, LP | Private Equity Fund | $30.7M | Jul 25, 2024 | 12 | Mar 28, 2023 | reported | 021-457887 |
| PULSE L.P. | Hedge Fund | $29.3M | Apr 1, 2015 | 10 | Mar 31, 2014 | dropped | n/a |
| ENGAGED CAPITAL CO-INVEST VIII, LP | Hedge Fund | $24.9M | Mar 30, 2020 | 3 | Mar 29, 2019 | dropped | n/a |
| ENGAGED CAPITAL CO-INVEST XV, LP | Private Equity Fund | $22.6M | Jul 25, 2024 | 15 | Feb 23, 2024 | reported | 021-493176 |
| ENGAGED CAPITAL CO-INVEST IV, LP | Hedge Fund | $22.0M | Mar 31, 2022 | 8 | Mar 30, 2017 | dropped | 021-270625 |
| ENGAGED CAPITAL CO-INVEST XII-A, LP | Private Equity Fund | $10.1M | Jun 6, 2023 | 1 | Mar 28, 2023 | dropped | 021-463257 |
| ENGAGED CAPITAL SPECIAL SITUATION FUND, LP | Hedge Fund | $9.0M | Mar 31, 2022 | 66 | Mar 29, 2021 | dropped | 021-392627 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AILEY, ASHER, KAMALI | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | Na | yes | 07/2024 | Jul 25, 2024 | Jul 25, 2024 |
| DEMAREST, DAVID, EARL | MEMBER, CHIEF OPERATING OFFICER | Na | yes | 10/2014 | Apr 1, 2015 | Jul 25, 2024 |
| ENGAGED CAPITAL HOLDINGS, LLC | MANAGING MEMBER | D | yes | 10/2012 | Aug 15, 2012 | Jul 25, 2024 |
| JUNG, ANDREW, INCHUN | MEMBER, CHIEF FINANCIAL OFFICER | Na | yes | 01/2020 | Mar 29, 2021 | Jul 25, 2024 |
| WELLING, GLENN, WILLIAM | MANAGING MEMBER | D | yes | 10/2012 | Jul 9, 2012 | Jul 25, 2024 |
| WELLING, GLENN, WILLIAM | CHIEF INVESTMENT OFFICER | Na | yes | 02/2012 | Jul 9, 2012 | Jul 25, 2024 |
| GRAY, RICHARD, TODD | MEMBER, CHIEF CLIENT OFFICER | A | no | 03/2014 | Mar 31, 2014 | Jul 25, 2024 |
| HETRICK, CHRISTOPHER, BAYER | MEMBER, DIRECTOR - RESEARCH | B | no | 10/2012 | Oct 24, 2012 | Jul 25, 2024 |
| KEMPF, KENNETH, C | MEMBER, SENIOR ANALYST | A | no | 04/2021 | Mar 29, 2021 | Jul 25, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 18, 2026 | $432M | $432M | 11 | 6 | 0 | 6 | n/a |
| 2024 | Apr 4, 2025 | $652M | $652M | 12 | 7 | 0 | 6 | n/a |
| 2023 | Feb 23, 2024 | $753M | $753M | 12 | 7 | 0 | 6 | $753M |
| 2022 | Mar 28, 2023 | $701M | $699M | 12 | 7 | 0 | 6 | $658M |
| 2021 | Mar 31, 2022 | $913M | $913M | 12 | 7 | 0 | 7 | $857M |
| 2020 | Mar 29, 2021 | $1.4B | $1.4B | 12 | 7 | 0 | 11 | $1.3B |
| 2019 | Mar 30, 2020 | $1.1B | $1.1B | 11 | 7 | 0 | 14 | $1.1B |
| 2018 | Mar 29, 2019 | $572M | $572M | 11 | 7 | 0 | 10 | $547M |
| 2017 | Apr 25, 2018 | $867M | $867M | 10 | 6 | 0 | 8 | $823M |
| 2016 | Mar 30, 2017 | $374M | $374M | 10 | 6 | n/a | 4 | $345M |
| 2015 | Mar 31, 2016 | $203M | $203M | 9 | 6 | n/a | 2 | $169M |
| 2014 | Apr 1, 2015 | $198M | $198M | 9 | 6 | n/a | 3 | $198M |
| 2013 | Mar 31, 2014 | $194M | $194M | 9 | 6 | n/a | 3 | $269M |
| 2012 | May 1, 2013 | $112M | $112M | 7 | 5 | n/a | 2 | $112M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $432M | $652M | -33.7% | $701M | -14.9% | 11 | 12 | 0 | 0 |