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Engaged Capital, LLC

● SEC registered since 2012CRD 161251SEC# 801-77057Newport Beach, CA
Export (members)
Ranks #4,102 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$432.3M
Fund GAV
$432.3M
Private funds
6
Employees
11
Accounts
8
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 $432.3 million in regulatory assets under management and employs 11 people. Engaged Capital, LLC manages 6 private funds with combined gross assets of $432.3 million, including Engaged Capital Flagship Master Fund, LP. By regulatory assets, it ranks 4,102 of 6,004 private fund managers.

Engaged Capital, LLC private funds

6 funds · $432.3M GAV
FundTypeGross assetsMin.
Engaged Capital Flagship Master Fund, LPHedge$362.5M$1M
Engaged Capital Co-Invest XVI, LPPrivate Equity$33.3M$1M
Engaged Capital Co-Invest XVIII, LPPrivate Equity$24.4M$1M
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Engaged Capital, LLC owners & executives

10 reported
NameTitleOwnershipSince
Andrew Inchun Jung ControlMember, Chief Operating Officer5-10%2025
Andrew Inchun Jung ControlMember, Chief Financial Officer5-10%2020
Blake Alexander ZachariasMember, Senior Analyst5-10%2016
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Frequently asked questions

How much does Engaged Capital, LLC manage?

Engaged Capital, LLC reports $432.3 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 $432.3 million.

How many employees does Engaged Capital, LLC have?

Engaged Capital, LLC reports 11 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 historyYes

Regulatory AUM

$432.3M▼ 34%
Mar '25 — $652.3MApr '25 — $652.3MMay '25 — $652.3MJun '25 — $652.3MJul '25 — $652.3MAug '25 — $652.3MSep '25 — $652.3MOct '25 — $652.3MNov '25 — $652.3MDec '25 — $652.3MJan '26 — $652.3MFeb '26 — $432.3MMar '26 — $432.3MApr '26 — $432.3MMay '26 — $432.3MJun '26 — $432.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 68%
Larger than 32% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$432.3Mregulatory AUM
Discretionary $432.3M

Fund type mix

Private Equity5
Hedge1

Service providers

Auditor
Prime broker
Administrator