ENGAGED CAPITAL, LLC
Legal name: ENGAGED CAPITAL
CRD #161251 SEC #801-77057 NEWPORT BEACH, CA 949-734-7900
SEC Registered Private Funds
Total AUM
$652.3M
Discretionary
$652.3M
Employees
12
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $652.3M | $652.3M | $0 | 12 | 0 |
| Apr 2025 | $652.3M | $652.3M | $0 | 12 | 0 |
| Mar 2025 | $652.3M | $652.3M | $0 | 12 | 0 |
| Jul 2024 | $753M | $753M | $0 | 12 | 0 |
| Mar 2024 | $753M | $753M | $0 | 12 | 0 |
| Feb 2024 | $753M | $753M | $0 | 12 | 0 |
| Jun 2023 | $701.3M | $699.3M | $2.1M | 12 | 1 |
| Mar 2023 | $701.3M | $699.3M | $2.1M | 12 | 1 |
| Mar 2022 | $912.9M | $912.9M | $0 | 12 | 10 |
| Nov 2021 | $1.4B | $1.4B | $0 | 12 | 14 |
| Mar 2021 | $1.4B | $1.4B | $0 | 12 | 14 |
| Mar 2020 | $1.1B | $1.1B | $0 | 11 | 18 |
| Mar 2019 | $572.4M | $572.4M | $0 | 11 | 14 |
| Apr 2018 | $866.8M | $866.8M | $0 | 10 | 12 |
| Nov 2017 | $796.2M | $796.2M | $0 | 10 | 11 |
| Mar 2017 | $374.3M | $374.3M | $0 | 10 | 1 |
| Sep 2016 | $353.3M | $353.3M | $0 | 10 | 1 |
| Mar 2016 | $202.7M | $202.7M | $0 | 9 | 1 |
| Apr 2015 | $198.2M | $198.2M | $0 | 9 | 1 |
| Mar 2014 | $194.5M | $194.5M | $0 | 9 | 1 |
| May 2013 | $111.5M | $111.5M | $0 | 7 | 1 |
| Apr 2013 | $111.5M | $111.5M | $0 | 7 | 1 |
| Oct 2012 | $85.5M | $85.5M | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateJul 2025
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$652.3M
Discretionary$652.3M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees12
Clients0
DateJun 2023
Total AUM$701.3M
Discretionary$699.3M
Non-Disc.$2.1M
Employees12
Clients1
DateMar 2023
Total AUM$701.3M
Discretionary$699.3M
Non-Disc.$2.1M
Employees12
Clients1
DateMar 2022
Total AUM$912.9M
Discretionary$912.9M
Non-Disc.$0
Employees12
Clients10
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients14
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients14
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients18
DateMar 2019
Total AUM$572.4M
Discretionary$572.4M
Non-Disc.$0
Employees11
Clients14
DateApr 2018
Total AUM$866.8M
Discretionary$866.8M
Non-Disc.$0
Employees10
Clients12
DateNov 2017
Total AUM$796.2M
Discretionary$796.2M
Non-Disc.$0
Employees10
Clients11
DateMar 2017
Total AUM$374.3M
Discretionary$374.3M
Non-Disc.$0
Employees10
Clients1
DateSep 2016
Total AUM$353.3M
Discretionary$353.3M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees9
Clients1
DateApr 2015
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees9
Clients1
DateMar 2014
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees9
Clients1
DateMay 2013
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients1
DateApr 2013
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients1
DateOct 2012
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0