Engaged Capital

Read About Hedge Funds

Key Facts

Websitehttp://www.engagedcapital.com
HeadquartersNewport Beach, CA
Employees10
AUM$796 million
AUM as ofNovember 20, 2017
Clients11

Overview

Engaged Capital is a hedge fund based in Newport Beach, CA. It was founded in 09/2012. They hold $796 million in assets under management as of November 20, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Engaged Capital Co-Invest II L.P. 0.030 hedge fund 1,000,000 11 Pershing LLC
Engaged Capital Co-Invest III, L.P. 0.089 hedge fund 1,000,000 15 Pershing LLC
Engaged Capital Co-Invest IV, LP 0.030 hedge fund 1,000,000 10 Pershing LLC
Engaged Capital Co-Invest V, LP 0.027 hedge fund 1,000,000 11 Pershing LLC
Engaged Capital Co-Invest V-A, LP 0.034 hedge fund 1,000,000 8 Jefferies
Engaged Capital Co-Invest VI, LP 0.076 hedge fund 1,000,000 19 1.0 Pershing LLC
Engaged Capital Co-Invest VI-A, LP 0.159 hedge fund 1,000,000 1 Jefferies
Engaged Capital Co-Invest VI-B, LP 0.084 hedge fund 1,000,000 18 Jefferies
Engaged Capital Flagship Master Fund, LP 0.353 hedge fund 1,000,000 105 1.0 32.0 Pershing LLC

Key People

NameTitlePositionOwnership
David DemarestMember, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer Owner or OfficerNone
Richard GrayMember, Chief Client Officer Owner or Officer5 to 10%
Christopher HetrickMember, Director - Research Owner or Officer10 to 25%
Brendan SpringstubbMember, Senior Analyst Owner or Officer5 to 10%
Glenn WellingNone Indirect Owner50-75%
Glenn WellingChief Investment Officer Owner or OfficerNone