Engaged Capital is a fund manager in Newport Beach with $912.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
454591052
SEC advisor number
801-77057
FINRA CRD number
161251
AUM ?
$912.90 mm
(as of 31 Mar 22)
Accounts
10
(as of 31 Mar 22)
Employees
12
(7 investment advisory or research)
Address
Engaged Capital
610 NEWPORT CENTER DRIVE
SUITE 250
NEWPORT BEACH
CA 92660
610 NEWPORT CENTER DRIVE
SUITE 250
NEWPORT BEACH
CA 92660
Office hours
Monday - Friday, 8 AM - 5 PM
Phone
949-734-7900
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Welling, Glenn, William | Chief Investment Officer | 02/2012 | < 5% |
Engaged Capital Holdings, LLC | Managing Member | 10/2012 | 50-75% |
Welling, Glenn, William | Managing Member | 10/2012 | 50-75% |
Hetrick, Christopher, Bayer | Member, Director - Research | 10/2012 | 10-25% |
Gray, Richard, Todd | Member, Chief Client Officer | 03/2014 | 5-10% |
Demarest, David, Earl | Member, Chief Operating Officer, Chief Compliance Officer | 10/2014 | < 5% |
Kempf, Kenneth, C | Member, Senior Analyst | 04/2021 | 5-10% |
Jung, Andrew, Inchun | Member, Chief Financial Officer | 01/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Engaged Capital | $912.90 mm | |
Engaged Capital Co-invest Iv-a LP | $2.25 mm | Hedge Fund |
Engaged Capital Co-invest IV, LP | $22.02 mm | Hedge Fund |
Engaged Capital Co-invest XI LP | $78.70 mm | Hedge Fund |
Engaged Capital Co-invest XII LP | $76.22 mm | Hedge Fund |
Engaged Capital Flagship Master Fund, LP | $668.99 mm | Hedge Fund |
Engaged Capital Flagship Fund, LTD | ||
Engaged Capital Flagship Fund, LP | ||
Engaged Capital Opportunities Fund, LP | $72.02 k | Hedge Fund |
Engaged Capital Special Situation Fund, LP | $9.03 mm | Hedge Fund |
Latest filings (excl ownership)
PRRN14A
Revised preliminary proxy statement filed by non-management
9 May 22
PRRN14A
Revised preliminary proxy statement filed by non-management
5 May 22
PRRN14A
Revised preliminary proxy statement filed by non-management
28 Apr 22
PREC14A
Preliminary proxy with contested solicitation
13 Apr 22
DFAN14A
Additional proxy materials by non-management
25 Mar 22
DFAN14A
Additional proxy materials by non-management
8 Jun 17
DFAN14A
Additional proxy materials by non-management
5 Jun 17
DFAN14A
Additional proxy materials by non-management
1 Jun 17
DFAN14A
Additional proxy materials by non-management
30 May 17
DFAN14A
Additional proxy materials by non-management
25 May 17
Latest ownership filings
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13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
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13 Dec 23
SC 13D
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13 Dec 23
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12 Dec 23
SC 13D
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11 Dec 23
4
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16 Nov 23
SC 13D/A
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16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23