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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AILEY, ASHER, KAMALI | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| DEMAREST, DAVID, EARL | I | MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| JUNG, ANDREW, INCHUN | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| SONENSHINE, ALLYSON, A | I | TRUSTEE OF SONENSHINE FAMILY TRUST | NA | Control |
| SONENSHINE, JACOB, PRELL | I | MANAGER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SONENSHINE, JACOB, PRELL | I | TRUSTEE OF SONENSHINE FAMILY TRUST | NA | Control |
| WELLING, GLENN, W | I | MANAGER, CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, W | I | TRUSTEE OF WELLING FAMILY TRUST | NA | Control |
| WELLING, GLENN, W | I | MANAGER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, GLENN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WELLING, LAURI, A. | I | TRUSTEE OF WELLING FAMILY TRUST | NA | Control |
| WHITE, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| jung, Andrew, Inchun | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| jung, Andrew, Inchun | I | MEMBER, CHIEF FINANCIAL OFFICER | NA | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| ENGAGED CAPITAL HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| SONENSHINE FAMILY TRUST DATED 4/21/00 | DE | MEMBER | C | Control |
| WELLING FAMILY TRUST DATED 10/31/00 | DE | MEMBER | C | Control |
| BZURA, ANDREW, MARC | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| BZURA, ANDREW, MARC | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| BZURA, ANDREW, MARC | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| BZURA, ANDREW, MARC | I | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| HETRICK, CHRISTOPHER, BAYER | I | MEMBER, DIRECTOR - RESEARCH | B | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| GRAY, RICHARD, TODD | I | MEMBER, CHIEF CLIENT OFFICER | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| KEMPF, KENNETH, C | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A | |
| SPRINGSTUBB, BRENDAN, BLAKE | I | MEMBER, SENIOR ANALYST | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WELLING, GLENN, W | I | WELLING FAMILY TRUST DATED 10/31/00 | F | Control |
| WELLING, LAURI, A. | I | WELLING FAMILY TRUST DATED 10/31/00 | F | Control |
| WELLING FAMILY TRUST DATED 10/31/00 | DE | ENGAGED CAPITAL HOLDINGS, LLC | E | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | E | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | E | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | E | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
| WELLING, GLENN, WILLIAM | I | ENGAGED CAPITAL HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Jul 2, 2025 REGISTERED
Notice Filings (1)
CA
Address
610 NEWPORT CENTER DRIVESUITE 950
NEWPORT BEACH, CA 92660
United States
Phone: 949-734-7900