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Engaged Capital, LLC

● SEC registered since 2012CRD 161251SEC# 801-77057Newport Beach, CA
Export (members)
Ranks #3,223 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$652.3M
Fund GAV
$652.3M
Private funds
6
Employees
12
Accounts
6
Location
Newport Beach, CA

Engaged Capital, LLC assets under management

Engaged Capital, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2012. It reports $652.3 million in regulatory assets under management and employs 12 people. Engaged Capital, LLC manages 6 private funds with combined gross assets of $652.3 million, including Engaged Capital Flagship Master Fund, LP. By regulatory assets, it ranks 3,223 of 5,911 private fund managers.

Engaged Capital, LLC private funds

6 funds · $652.3M GAV
FundTypeGross assetsMin.
Engaged Capital Flagship Master Fund, LPHedge$521.9M$1M
Engaged Capital Co-Invest XIV, LPPrivate Equity$64.5M$1M
Engaged Capital Co-Invest XVI, LPPrivate Equity$38.9M$1M
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Engaged Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Inchun Jung ControlMember, Chief Financial OfficerUnder 5%2020
Donna Marie White ControlChief Compliance OfficerUnder 5%2025
Engaged Capital Holdings, LLC ControlManaging Member50-75%2012
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Frequently asked questions

How much does Engaged Capital, LLC manage?

Engaged Capital, LLC reports $652.3 million in regulatory assets under management on its Form ADV.

How many private funds does Engaged Capital, LLC manage?

Engaged Capital, LLC manages 6 private funds with combined gross assets of $652.3 million.

How many employees does Engaged Capital, LLC have?

Engaged Capital, LLC reports 12 employees.

Where is Engaged Capital, LLC located?

Engaged Capital, LLC is based in Newport Beach, CA and has been SEC-registered since 2012.

Does Engaged Capital, LLC disclose fund performance?

Engaged Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address610 Newport Center Drive, Suite 950, Newport Beach, CA 92660
Phone949-734-7900
Fax949-734-7901
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1559771
Discloses disciplinary historyNo

Assets under management

Discretionary$652.3M
Non-discretionary$0
Total (RAUM)$652.3M

Service providers

Auditor
Prime broker
Administrator