Engine Capital Management, LP

RIASEC RegisteredEst. 2016
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$216M
Accounts
8
Employees
7
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
168315
Registered since
July 5, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Engine Capital Management, LP is a limited partnership that operates as a hedge fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2016 and serves institutional clients. It charges traditional asset-based fees combined with performance fees and performs portfolio management for pooled funds while also acting in CPO/CTA and sponsor/GP roles for its vehicles. Engine Capital is organized as a domestic entity with individual ownership and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Marc Diagonale

    Marc Diagonale

    Chief Financial Officer & Chief Compliance OfficerCRD 2373100

Contacts

1 of 1
  • Arnaud Ajdler

    Arnaud Ajdler

    Founder and Portfolio ManagerCRD 6215687

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$12.8M in ETFs

Passive

100%

$12.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$12.8M42,444100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1345 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth