Form D · Private Equity Fund

Engaged Capital Co-Invest X, L.P.

Newport Beach, CA · CIK 0001792988

Offering snapshot reported Nov 5, 2019 · SEC filing

Reported sold
$26.2M
Offering amount: $26.2M
Investors reported
13
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 21, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 5, 2019Initial$26,200,964No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-352566

Source: Form D, filed Nov 5, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ENGAGED CAPITAL CO-INVEST X, LP

Investment adviser: ENGAGED CAPITAL, LLC

Gross asset value
$31M
Beneficial owners
1
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE TOUCHE COSTA MESA, California, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE TOUCHE
PCAOB 34

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 1402166 · Mar 30, 2020 · Schedule D 7.B.(1), fund 805-9875449593

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Engaged Capital Holdings, Llc Executive
N/A Engaged Capital, Llc Executive
Glenn Welling Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
610 Newport Center Drive, Suite 250
Newport Beach, CA, 92660