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 operates as a limited liability company that manages pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2012) and presents itself as a hybrid manager with hedge fund and private equity capabilities. It performs portfolio management for pooled vehicles and is also registered as a commodity pool operator/commodity trading advisor (CPO/CTA). Compensation blends a percentage-of-AUM fee with performance-based fees. The firm reports being an active ESG investor and is organized under domestic ownership structures.
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 3
Andrew 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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