Engaged Capital I LP
Engaged Capital I LP is a hedge fund based in Newport Beach, California. According to its most recent Form D, filed Nov 12, 2015, the fund has sold $21,410,000 of interests to 13 investors since its first sale in Oct 2012. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Glenn Welling; Engaged Capital Holdings, LLC; Engaged Capital, LLC.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $21,410,000Cumulative sales reported on Form D
- Investors
- 13
- First sale
- Oct 1, 2012
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Glenn Welling; Engaged Capital Holdings, LLC; Engaged Capital, LLC
- Latest Form D
- Nov 12, 2015
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Engaged Capital I LP
What is the minimum investment for Engaged Capital I LP?
Engaged Capital I LP's latest Form D, filed Nov 12, 2015, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Engaged Capital I LP?
Engaged Capital I LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Engaged Capital I LP raised?
Engaged Capital I LP reports $21,410,000 sold from 13 investors on its Form D filed Nov 12, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Engaged Capital I LP based?
Engaged Capital I LP is based in Newport Beach, California.
When did Engaged Capital I LP launch?
Engaged Capital I LP reports its first sale in Oct 2012.
Size compared with every hedge fund
Raised more than 44% of the 1,049 hedge funds based in California, and more than 31% of all 10,134 that report sales.