Form D · Hedge Fund
ENGAGED CAPITAL I LP
Newport Beach, CA · CIK 0001559851
Offering snapshot reported Nov 12, 2015 · SEC filing
- Reported sold
- $21.4M Indefinite offering
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 1, 2012 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$20,860,000 → $21,410,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 12, 2015 | Amendment | $21,410,000 | $550,000vs Oct 10, 2014 | 13 | SEC filing |
| Oct 10, 2014 | Amendment | $20,860,000 | $1,000,000vs Oct 10, 2013 | 13 | SEC filing |
| Oct 10, 2013 | Amendment | $19,860,000 | $19,850,000vs Oct 10, 2012 | 12 | SEC filing |
| Oct 10, 2012 | Initial | $10,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-185235
Source: Form D, filed Nov 12, 2015. 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 I, L.P.
Investment adviser: ENGAGED CAPITAL, LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $1M
Reported in Form ADV on Jul 9, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CREDIT SUISSE SECURITIES (USA) LLC
SEC 8-422
CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 8-422
Filing source
Form ADV 657702 · Jul 9, 2012 · Schedule D 7.B.(1), fund 805-7204518323
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.
| Name | Reported role |
|---|---|
| N/A Engaged Capital Holdings, Llc | Executive |
| N/A Engaged Capital, Llc | Executive |
| Engaged Capital Holdings Llc | Executive |
| Engaged Capital Llc | Executive |
| Glenn Welling | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Newport Beach, CA, 92660