ENGAGED CAPITAL
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 161251
- Registered since
- September 25, 2012
- Website
- engagedcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Engaged Capital is a U.S.-based limited liability company that operates as a multifaceted fund manager with hedge fund and private equity strategies. The firm is SEC-registered since 2012 and serves an institutional client base. Its business mix includes portfolio management for pooled investment vehicles and roles consistent with CPO/CTA activity. Fee arrangements combine a percentage-of-assets component with performance-based fees. Engaged Capital reports being an active ESG investor and is not structured primarily as a third-party capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Andrew jung
Chief Financial OfficerCRD 7356565
GLENN WELLING
Principal and Chief Investment OfficerCRD 4577951
RICHARD SPECTOR
Chief Operating OfficerCRD 2304949
Contacts
3 of 4CARL PAULSEN
Director Of Risk ManagementCRD 8221596
BLAKE ZACHARIAS
PartnerCRD 8221600
KENNETH KEMPF
Senior AnalystCRD 5004741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 610 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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