Form D · Private Equity Fund

Engaged Capital Co-Invest XVI, LP

Newport Beach, CA · CIK 0001994370

Offering snapshot reported Sep 27, 2023 · SEC filing

Reported sold
$29.1M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 8, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 27, 2023Initial$29,129,800No comparison17SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-493176

Source: Form D, filed Sep 27, 2023. 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 XVI, LP

Investment adviser: ENGAGED CAPITAL, LLC

Gross asset value
$33.3M
Beneficial owners
25
ADV minimum commitment
$1M

Reported in Form ADV on Feb 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP 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 LLP
PCAOB 34

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2055967 · Feb 18, 2026 · Schedule D 7.B.(1), fund 805-5642383593

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 950
Newport Beach, CA, 92660