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 operating as a hedge fund manager and registered with the SEC in 2016. The firm targets institutional clients and runs fee arrangements typical for alternative managers — a percentage-of-AUM management component plus performance-based fees. Its regulatory and operational footprint extends beyond simple advisory work: Engine is identified as a CPO/CTA and provides portfolio management for pooled investment vehicles, and it also functions as a sponsor/GP/managing member for pooled vehicles it sponsors. The firm does not identify as an active ESG investor. Its setup and fee model align with an operator that both manages public equity exposures and runs pooled private investment vehicles for institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Chief Financial Officer & Chief Compliance OfficerCRD 2373100

Contacts

1 of 1
  • ARNAUD AJDLER

    Founder and Portfolio ManagerCRD 6215687

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$10.5M in ETFs

Passive

100%

$10.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$10.5M42,444100.00%

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