Engle Capital Management, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$492M
Discretionary
$492M
100% of AUM
Avg account
$123M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
178525
Registered since
March 20, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Engle Capital Management, L.P. is a limited partnership registered with the SEC in 2017 that operates as a hedge fund focused on institutional clients. The firm performs portfolio management for pooled investment vehicles and conducts commodity pool operator/commodity trading advisor (CPO/CTA) activities. It also serves as sponsor, general partner and managing member of pooled vehicles it manages. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm is not identified as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Aili Areng

    Aili Areng

    Chief Compliance OfficerCRD 5062647

Contacts

2 of 2
  • Jeffrey Helman

    Managing PartnerCRD 2510272

  • Jeffrey Hoffner

    Managing PartnerCRD 4241837

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
66 Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth