The ENGAGED CAPITAL is a privately held investment adviser that advises $732.29mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ENGAGED CAPITAL is a Public/Private Fund Assets decreased by 46.14% over the last 5-years.
The Group has been registered with the SEC for 13.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 610 NEWPORT CENTER DRIVE SUITE 950, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 11 employees comprised of 6 investment and 5 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $732.29mn in assets advised are owned by 8 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $432.29mn or 59.03% of Total Assets and Investment Companies (IC) own $300mn or 40.97% of Total Assets.
The Group's top investment strategies include Traditional LBO and Long/Short Equity, representing 50.5% and 49.5% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
ENGAGED CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.