PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:29 AM ET

Sponsor Check › Sponsor group

E

Engaged

One sponsor team, 31 deal companies · Newport Beach, CA

Grouped because: 3 shared people, 2 shared management entities, similar issuer names (31) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

31deal companies
$1.66Breported sold
582investors
60Form D filings
2012–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jun 29, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Engaged is a sponsor group of 31 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, shared principal (person on 60+ issuers) at the same address or management entity; automatic match from the filings), filing 60 Form D filings between Oct 2012 and Jun 2026.

What this means One team, 31 deal companies, about 14 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.66B to 582 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (31). Issuers are based in CA (30), Cayman Islands (as filed: E9) (1).

What this means $1.66B raised across the group, about $2.86M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Glenn Welling (31 issuers, executive officer and director), Engaged Capital Holdings, LLC (28 issuers, executive officer, entity), Engaged Capital, LLC (28 issuers, executive officer and promoter, entity), Mark Cook (2 issuers, director), Mark Victor Murray (2 issuers, director) and 1 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Jun 29, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: ENGAGED CAPITAL.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 60 public filings for Engaged and found 18 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Engaged has not run yet — it is #53,803 of 55,044 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Engaged..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

18 differences found between the filings for Engaged — 5 worth asking about (compared the newest 50 of 60 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 23, 2024 – Oct 31, 2025

Amount sold went down between filings — Engaged Capital Flagship Fund, L.P.

The Apr 23, 2024 filing says $418,884,710 sold; the Oct 31, 2025 Form D/A says $381,347,308 sold — $37,537,402 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Apr 23, 2024 ↗Form D/A (later) · Oct 31, 2025 ↗Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Apr 23, 2024 – Oct 31, 2025

Investor count went down between filings — Engaged Capital Flagship Fund, L.P.

The Apr 23, 2024 filing reports 147 investors; the Oct 31, 2025 Form D/A reports 144 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 23, 2024 ↗Form D/A (later) · Oct 31, 2025 ↗Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 23, 2017 – Jun 14, 2024

Engaged includes 3 deals that stopped filing before reaching their target

Engaged Capital Co-Invest XVII, LP (last filing Jun 14, 2024; $13,770,000 sold of $35,000,000); Engaged Capital Co-Invest VI-A, LP (last filing Jan 23, 2017; $0 sold of $151,000,000); Engaged Capital Co-Invest VI-B, LP (last filing Jan 23, 2017; $0 sold of $151,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Engaged Capital Co-Invest XVII, LP — PartnerFacts page ↗Engaged Capital Co-Invest VI-A, LP — PartnerFacts page ↗Engaged Capital Co-Invest VI-B, LP — PartnerFacts page ↗
Sources
Note · Aug 7, 2015 – Jun 29, 2026

47 other issuers file from the same address — 30 member issuers (Engaged Capital Flagship Fund, L.P.; ENGAGED CAPITAL I LP; Engaged Capital Flagship Fund, Ltd.; …)

The address on file, 610 Newport Center Drive, Suite 950, Newport Beach, CA, is used by 77 issuers in our index across 9 sponsor groups; 47 are outside this group. It is on our registered-agent / shared-office list (78 issuers in 24 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗ENGAGED CAPITAL I LP — PartnerFacts page ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗EDGAR filer page · Engaged Capital Flagship Fund, L.P. ↗
Sources
Note · Nov 12, 2015

16 other issuers file from the same address — Engaged Capital I Offshore Ltd

The address on file, Cricket Square, Hutchins Drive, Grand Cayman, Cayman Islands (as filed: E9), is used by 17 issuers in our index across 6 sponsor groups; 16 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Engaged Capital I Offshore Ltd — PartnerFacts page ↗EDGAR filer page · Engaged Capital I Offshore Ltd ↗
Sources
Worth asking · Jul 13, 2015 – Dec 14, 2023

10 Form Ds were filed more than 15 days after the first sale

Form D filed 62 days after the first sale — Engaged Capital Co-Invest XVI-A, LP · Form D filed 352 days after the first sale — Engaged Capital Special Situation Fund, LP · Form D filed 19 days after the first sale — Engaged Capital Co-Invest XVI, LP · Form D filed 31 days after the first sale — Engaged Capital Co-Invest XII-A, LP · Form D filed 21 days after the first sale — Engaged Capital Co-Invest V-B, LP · and 5 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Dec 14, 2023 ↗Engaged Capital Co-Invest XVI-A, LP — PartnerFacts page ↗Form D · Mar 17, 2021 ↗Engaged Capital Special Situation Fund, LP — PartnerFacts page ↗
Sources
Note · Oct 1, 2012 – Jun 14, 2024

14 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Engaged Capital Co-Invest XVII, LP (latest filing Jun 14, 2024) · No amendment in the last 12 months on an offering that may still be open — Engaged Capital Co-Invest XVI, LP (latest filing Sep 27, 2023) · No amendment in the last 12 months on an offering that may still be open — Engaged Capital Co-Invest XV, LP (latest filing Feb 23, 2023) · No amendment in the last 12 months on an offering that may still be open — Engaged Capital Co-Invest XII-A, LP (latest filing Oct 31, 2022) · No amendment in the last 12 months on an offering that may still be open — Engaged Capital Co-Invest V-B, LP (latest filing Sep 2, 2022) · and 9 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jun 14, 2024 ↗Engaged Capital Co-Invest XVII, LP — PartnerFacts page ↗Form D · Sep 27, 2023 ↗Engaged Capital Co-Invest XVI, LP — PartnerFacts page ↗
Sources
Note · Mar 10, 2017 – Apr 6, 2017

Offering amount lowered between filings — Engaged Capital Co-Invest V-A, LP

The Mar 10, 2017 filing says $35,000,000 offered; the Apr 6, 2017 Form D/A says $30,400,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Mar 10, 2017 ↗Form D/A (later) · Apr 6, 2017 ↗Engaged Capital Co-Invest V-A, LP — PartnerFacts page ↗
Sources
Note · Oct 10, 2013 – Nov 12, 2015

Engaged Capital Holdings, LLC is written 2 different ways on the filings

listed as "Engaged Capital Holdings" on 10 filings (from Oct 10, 2013), and "Engaged Capital Holdings, LLC" on 32 filings (from Nov 12, 2015).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Oct 10, 2013 ↗Form D/A · Nov 12, 2015 ↗Engaged Capital Holdings, LLC — PartnerFacts page ↗
Sources
Note · Oct 10, 2012 – Oct 10, 2014

Engaged Capital, LLC is written 2 different ways on the filings

listed as "Engaged Capital, LLC" on 39 filings (from Oct 10, 2012), and "Engaged Capital" on 5 filings (from Oct 10, 2014).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 10, 2012 ↗Form D/A · Oct 10, 2014 ↗Engaged Capital, LLC — PartnerFacts page ↗
Sources
Note · Oct 15, 2012 – Sep 26, 2014

Mark Victor Murray is written 2 different ways on the filings

listed as "Mark Victor Murray" on 14 filings (from Oct 15, 2012), and "Mark Murray" on the Sep 26, 2014 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 15, 2012 ↗Form D · Sep 26, 2014 ↗Mark Victor Murray — PartnerFacts page ↗
Sources
Note · Apr 18, 2023 – Apr 25, 2024

Address moved from Grand Cayman, Cayman Islands (as filed: E9) to George Town Grand Cayman, Cayman Islands (as filed: E9) — Engaged Capital Flagship Fund, Ltd.

The people listed on the Apr 18, 2023 filing give Grand Cayman, Cayman Islands (as filed: E9); on the Apr 25, 2024 filing they give George Town Grand Cayman, Cayman Islands (as filed: E9). The address now on file (610 Newport Center Drive, Suite 950, Newport Beach, CA) is a registered-agent or shared-office address used by 78 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Apr 18, 2023 ↗Form D/A · Apr 25, 2024 ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Oct 10, 2012 – Sep 26, 2014

2 separate companies in this group use the same name: "Engaged Capital Flagship Fund, L.P."

CIK 1559850 (first filed Oct 10, 2012, Newport Beach, CA); CIK 1619827 (first filed Sep 26, 2014, Newport Beach, CA).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1559850 ↗EDGAR filer page · CIK 1619827 ↗
Sources
Note · Aug 7, 2015 – Jun 29, 2026

31 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Engaged Capital Co-Invest XIX-A, LP · Address on file is a registered agent / shared office — Engaged Capital Flagship Fund, Ltd. · Address on file is a registered agent / shared office — Engaged Capital Flagship Fund, L.P. · Address on file is a registered agent / shared office — Engaged Capital Co-Invest XVIII, LP · Address on file is a registered agent / shared office — Engaged Capital Co-Invest XI-B, LP · and 26 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Jun 29, 2026 ↗Engaged Capital Co-Invest XIX-A, LP — PartnerFacts page ↗Form D/A · Oct 31, 2025 ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Aug 7, 2015 – Jun 29, 2026

Member companies were formed in 3 different states

Delaware (24), California (5), Cayman Islands (2) — out of 31 member issuers. The odd ones out: Engaged Capital I Offshore Ltd (Cayman Islands); Engaged Capital Flagship Fund, Ltd. (Cayman Islands); Engaged Capital Co-Invest VI-B, LP (California); Engaged Capital Co-Invest VI-A, LP (California); Engaged Capital Co-Invest VI, LP (California); Engaged Capital Co-Invest XIV, LP (California).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Engaged — sponsor group page ↗Engaged Capital I Offshore Ltd — PartnerFacts page ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗Engaged Capital Co-Invest VI-B, LP — PartnerFacts page ↗
Sources
Note · Aug 7, 2015 – Jun 29, 2026

Member companies list addresses in 2 different states

CA (30), Cayman Islands (as filed: E9) (1). 31 members use a registered-agent or shared-office address: Engaged Capital Flagship Fund, L.P. (610 Newport Center Drive, Suite 950, Newport Beach, CA); ENGAGED CAPITAL I LP (610 Newport Center Drive, Suite 250, Newport Beach, CA); Engaged Capital I Offshore Ltd (Cricket Square, Hutchins Drive, Grand Cayman, Cayman Islands (as filed: E9)); Engaged Capital Flagship Fund, Ltd. (610 Newport Center Drive, Suite 950, Newport Beach, CA).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Engaged — sponsor group page ↗Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗ENGAGED CAPITAL I LP — PartnerFacts page ↗Engaged Capital I Offshore Ltd — PartnerFacts page ↗
Sources
Note · Sep 26, 2014 – Oct 31, 2025

Issuer used a different name before — Engaged Capital Flagship Fund, Ltd.

SEC records list prior names for this filer: Engaged Capital Fund, Ltd.; Engaged Capital Flagship Fund, Ltd.; Engaged Capital II Offshore, Ltd.. The current name on file is "Engaged Capital Flagship Fund, Ltd.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Engaged Capital Flagship Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Oct 10, 2012 – Oct 31, 2025

Issuer used a different name before — Engaged Capital Flagship Fund, L.P.

SEC records list prior names for this filer: Engaged Capital II, L.P.; Engaged Capital Fund, LP; Engaged Capital Flagship Fund, LP; ENGAGED CAPITAL II LP. The current name on file is "Engaged Capital Flagship Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Engaged Capital Flagship Fund, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 60 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 31 offerings report sales commissions; 0 report finder's fees; 3 report proceeds to related persons totalling $365,827. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 29, 2026 D
Engaged Capital Co-Invest XIX-A, LP
File 021-588900
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2025 D/A
Engaged Capital Flagship Fund, L.P.
File 021-185233
$0$0$0 (est.)N/A no CRD number reported
via Credit Suisse Securities (USA) LLC (CRD 816 ↗)
EDGAR ↗
Oct 31, 2025 D/A
Engaged Capital Flagship Fund, Ltd.
File 021-225356
$0$0$28,000 (est.)
$14,00 per independent director per year. This amount reflects the fees paid on an annual basis to the independent directors.
None listed on this filingEDGAR ↗
Oct 18, 2024 D
Engaged Capital Co-Invest XVIII, LP
File 021-527169
$0$0$0None listed on this filingEDGAR ↗
Jul 3, 2024 D
Engaged Capital Co-Invest XI-B, LP
File 021-517809
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2024 D
Engaged Capital Co-Invest XVII, LP
File 021-516078
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2023 D
Engaged Capital Co-Invest XVI-A, LP
File 021-499690
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D
Engaged Capital Co-Invest XVI, LP
File 021-493176
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2023 D
Engaged Capital Co-Invest XV, LP
File 021-474077
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2022 D
Engaged Capital Co-Invest XII-A, LP
File 021-463257
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2022 D
Engaged Capital Co-Invest V-B, LP
File 021-457887
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2022 D
Engaged Capital Co-Invest XIV, LP
File 021-430942
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2021 D
Engaged Capital Co-Invest XIII, LP
File 021-420950
$0$0$0None listed on this filingEDGAR ↗
May 14, 2021 D
Engaged Capital Co-Invest XII, LP
File 021-399372
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2021 D
Engaged Capital Special Situation Fund, LP
File 021-392627
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 2, 2020 D
Engaged Capital Co-Invest XI LP
File 021-376965
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2019 D
Engaged Capital Co-Invest X, L.P.
File 021-352566
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2019 D
Engaged Capital Co-Invest X-A, L.P.
File 021-352567
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2019 D
Engaged Capital Co-Invest VI-D, L.P.
File 021-335040
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2017 D
Engaged Capital Co-Invest VII, LP
File 021-300469
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2017 D/A
Engaged Capital Co-Invest V-A, LP
File 021-282230
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2017 D
Engaged Capital Co-Invest VI, LP
File 021-278931
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2017 D
Engaged Capital Co-Invest VI-A, LP
File 021-278932
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2017 D
Engaged Capital Co-Invest VI-B, LP
File 021-278933
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2016 D
Engaged Capital Co-Invest V, LP
File 021-276412
$0$0$0None listed on this filingEDGAR ↗
Sep 14, 2016 D
Engaged Capital Co-Invest IV, LP
File 021-270625
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2016 D
Engaged Capital Co-Invest II LP
File 021-256956
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2016 D
Engaged Capital Co-Invest III LP
File 021-256968
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2015 D/A
ENGAGED CAPITAL I LP
File 021-185235
$0$0$322,827 (est.)
Engaged Capital, LLC will receive a fee for management services at an annual rate between 1.25 to 1.75 percent of the capital account balance of each limited partner in the issuer.
None listed on this filingEDGAR ↗
Nov 12, 2015 D/A
Engaged Capital I Offshore Ltd
File 021-185576
$0$0$15,000 (est.)
$7,500 per independent director per year. This amount reflects the fees paid on an annual basis to the independent directors.
None listed on this filingEDGAR ↗
Aug 7, 2015 D
Engaged Capital Co-Invest I L.P.
File 021-245280
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 31 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Engaged in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗EC Engaged Capital Flagship Fund, L.P.shared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund13$418,884,710
offering Indefinite · similar: $155,000–$5,250,000
147
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2025
EDGAR ↗EC ENGAGED CAPITAL I LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund4$21,410,000
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2012–2015
EDGAR ↗EC Engaged Capital I Offshore Ltdshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund4$27,902,000
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
$100,000
similar: $1,000–$100,000
2012–2015
EDGAR ↗EC Engaged Capital Flagship Fund, Ltd.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, director listed on many unrelated issuers (not used to group)NEWPORT BEACH, CAPooled Investment Fund11$369,360,425
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
$100,000
similar: $1,000–$100,000
2014–2025
EDGAR ↗EC Engaged Capital Co-Invest I L.P.shared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$16,000,000
offering $16,000,000 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗EC Engaged Capital Co-Invest II LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$25,000,000
offering $25,000,000 · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗EC Engaged Capital Co-Invest III LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$50,000,000
offering $50,000,000 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗EC Engaged Capital Co-Invest IV, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$21,100,000
offering $35,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗EC Engaged Capital Co-Invest V, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$24,050,000
offering $30,000,000 · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗EC Engaged Capital Co-Invest VI-B, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$00No minimum reported2017–2017
EDGAR ↗EC Engaged Capital Co-Invest VI-A, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering $151,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗EC Engaged Capital Co-Invest VI, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$75,781,500
offering $76,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗EC Engaged Capital Co-Invest V-A, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund2$30,400,000
offering $30,400,000 · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗EC Engaged Capital Co-Invest VII, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$75,000,000
offering $145,000,000 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗EC Engaged Capital Co-Invest VI-D, L.P.shared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$85,465,780
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗EC Engaged Capital Co-Invest X, L.P.shared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$26,200,964
offering $26,200,964 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗EC Engaged Capital Co-Invest X-A, L.P.shared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$80,000,000
offering $80,000,000 · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗EC Engaged Capital Co-Invest XI LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$37,886,400
offering $37,886,400 · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗EC Engaged Capital Special Situation Fund, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$41,203,903
offering $41,203,903 · similar: $155,000–$5,250,000
66
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗EC Engaged Capital Co-Invest XII, LPshared people, shared management entity, similar issuer namesNewport Beach, CAPooled Investment Fund1$46,119,000
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗EC Engaged Capital Co-Invest XIII, LPshared people, shared management entity, similar issuer namesNewport Beach, CAPooled Investment Fund1$50,250,000
offering Indefinite · similar: $155,000–$5,250,000
79
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗EC Engaged Capital Co-Invest XIV, LPshared people, shared management entity, similar issuer namesNewport Beach, CAPooled Investment Fund1$87,250,000
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗EC Engaged Capital Co-Invest V-B, LPshared people, shared management entity, similar issuer namesNewport Beach, CAPooled Investment Fund1$29,577,190
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗EC Engaged Capital Co-Invest XII-A, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$9,780,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗EC Engaged Capital Co-Invest XV, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$7,000,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗EC Engaged Capital Co-Invest XVI, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$29,129,800
offering Indefinite · similar: $155,000–$5,250,000
17
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗EC Engaged Capital Co-Invest XVI-A, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$2,150,000
offering $2,150,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗EC Engaged Capital Co-Invest XVII, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$13,770,000
offering $35,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗EC Engaged Capital Co-Invest XI-B, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗EC Engaged Capital Co-Invest XVIII, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗EC Engaged Capital Co-Invest XIX-A, LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jun 29, 2026Engaged Capital Co-Invest XIX-A, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 31, 2025Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$369,360,425
EDGAR ↗Oct 31, 2025Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$381,347,308
EDGAR ↗Oct 18, 2024Engaged Capital Co-Invest XVIII, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jul 3, 2024Engaged Capital Co-Invest XI-B, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 14, 2024Engaged Capital Co-Invest XVII, LPDPooled Investment Fund$35,000,000$13,770,000
EDGAR ↗Apr 25, 2024Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$347,651,115
EDGAR ↗Apr 23, 2024Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$418,884,710
EDGAR ↗Dec 14, 2023Engaged Capital Co-Invest XVI-A, LPDPooled Investment Fund$2,150,000$2,150,000
EDGAR ↗Sep 27, 2023Engaged Capital Co-Invest XVI, LPDPooled Investment FundIndefinite$29,129,800
EDGAR ↗Apr 18, 2023Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$345,650,969
EDGAR ↗Apr 18, 2023Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$401,462,010
EDGAR ↗Feb 23, 2023Engaged Capital Co-Invest XV, LPDPooled Investment FundIndefinite$7,000,000
EDGAR ↗Oct 31, 2022Engaged Capital Co-Invest XII-A, LPDPooled Investment FundIndefinite$9,780,000
EDGAR ↗Sep 2, 2022Engaged Capital Co-Invest V-B, LPDPooled Investment FundIndefinite$29,577,190
EDGAR ↗Apr 18, 2022Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$318,074,086
EDGAR ↗Apr 18, 2022Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$268,484,333
EDGAR ↗Jan 26, 2022Engaged Capital Co-Invest XIV, LPDPooled Investment FundIndefinite$87,250,000
EDGAR ↗Nov 12, 2021Engaged Capital Co-Invest XIII, LPDPooled Investment FundIndefinite$50,250,000
EDGAR ↗May 14, 2021Engaged Capital Co-Invest XII, LPDPooled Investment FundIndefinite$46,119,000
EDGAR ↗Apr 16, 2021Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$207,607,075
EDGAR ↗Apr 16, 2021Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$243,309,244
EDGAR ↗Mar 17, 2021Engaged Capital Special Situation Fund, LPDPooled Investment Fund$41,203,903$41,203,903
EDGAR ↗Oct 2, 2020Engaged Capital Co-Invest XI LPDPooled Investment Fund$37,886,400$37,886,400
EDGAR ↗Apr 16, 2020Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$213,625,839
EDGAR ↗Apr 16, 2020Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$188,849,262
EDGAR ↗Nov 5, 2019Engaged Capital Co-Invest X-A, L.P.DPooled Investment Fund$80,000,000$80,000,000
EDGAR ↗Nov 5, 2019Engaged Capital Co-Invest X, L.P.DPooled Investment Fund$26,200,964$26,200,964
EDGAR ↗Apr 16, 2019Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$198,069,439
EDGAR ↗Apr 16, 2019Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$180,661,305
EDGAR ↗Mar 15, 2019Engaged Capital Co-Invest VI-D, L.P.DPooled Investment FundIndefinite$85,465,780
EDGAR ↗Apr 16, 2018Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$93,436,020
EDGAR ↗Apr 16, 2018Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$161,644,439
EDGAR ↗Dec 12, 2017Engaged Capital Co-Invest VII, LPDPooled Investment Fund$145,000,000$75,000,000
EDGAR ↗Apr 6, 2017Engaged Capital Co-Invest V-A, LPD/APooled Investment Fund$30,400,000$30,400,000
EDGAR ↗Mar 10, 2017Engaged Capital Co-Invest V-A, LPDPooled Investment Fund$35,000,000$0
EDGAR ↗Jan 23, 2017Engaged Capital Co-Invest VI-B, LPDPooled Investment Fund$151,000,000$0
EDGAR ↗Jan 23, 2017Engaged Capital Co-Invest VI-A, LPDPooled Investment Fund$151,000,000$0
EDGAR ↗Jan 23, 2017Engaged Capital Co-Invest VI, LPDPooled Investment Fund$76,000,000$75,781,500
EDGAR ↗Dec 15, 2016Engaged Capital Co-Invest V, LPDPooled Investment Fund$30,000,000$24,050,000
EDGAR ↗Sep 14, 2016Engaged Capital Co-Invest IV, LPDPooled Investment Fund$35,000,000$21,100,000
EDGAR ↗Jul 7, 2016Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$30,021,385
EDGAR ↗Jul 7, 2016Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$64,423,974
EDGAR ↗Feb 8, 2016Engaged Capital Co-Invest III LPDPooled Investment Fund$50,000,000$50,000,000
EDGAR ↗Feb 8, 2016Engaged Capital Co-Invest II LPDPooled Investment Fund$25,000,000$25,000,000
EDGAR ↗Nov 12, 2015Engaged Capital Flagship Fund, Ltd.D/APooled Investment FundIndefinite$12,272,208
EDGAR ↗Nov 12, 2015Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$35,387,230
EDGAR ↗Nov 12, 2015ENGAGED CAPITAL I LPD/APooled Investment FundIndefinite$21,410,000
EDGAR ↗Nov 12, 2015Engaged Capital I Offshore LtdD/APooled Investment FundIndefinite$27,902,000
EDGAR ↗Aug 7, 2015Engaged Capital Co-Invest I L.P.DPooled Investment Fund$16,000,000$16,000,000
EDGAR ↗Oct 10, 2014ENGAGED CAPITAL I LPD/APooled Investment FundIndefinite$20,860,000
EDGAR ↗Oct 10, 2014Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$13,573,000
EDGAR ↗Oct 10, 2014Engaged Capital I Offshore LtdD/APooled Investment FundIndefinite$27,902,000
EDGAR ↗Sep 26, 2014Engaged Capital Flagship Fund, Ltd.DPooled Investment FundIndefinite$250,000
EDGAR ↗Oct 10, 2013Engaged Capital I Offshore LtdD/APooled Investment FundIndefinite$25,402,000
EDGAR ↗Oct 10, 2013Engaged Capital Flagship Fund, L.P.D/APooled Investment FundIndefinite$2,260,000
EDGAR ↗Oct 10, 2013ENGAGED CAPITAL I LPD/APooled Investment FundIndefinite$19,860,000
EDGAR ↗Oct 15, 2012Engaged Capital I Offshore LtdDPooled Investment FundIndefinite$502,000
EDGAR ↗Oct 10, 2012ENGAGED CAPITAL I LPDPooled Investment FundIndefinite$10,000
EDGAR ↗Oct 10, 2012Engaged Capital Flagship Fund, L.P.DPooled Investment FundIndefinite$10,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jun 29, 2026. Industry history, as reported on each offering's latest filing: All 31 offerings reported: Pooled Investment Fund (2012–2026).

People across the group

NameRolesIssuers hereFirst → last listed
GW Glenn WellingExecutive Officer, Director31Oct 10, 2012 → Jun 29, 2026
EC Engaged Capital Holdings, LLC entityExecutive Officer28Oct 10, 2013 → Jun 29, 2026
EC Engaged Capital, LLC entityExecutive Officer, Promoter28Oct 10, 2012 → Oct 31, 2025
MC Mark CookDirector2Oct 15, 2012 → Oct 31, 2025
MM Mark Victor MurrayDirector2Oct 15, 2012 → Oct 31, 2025
DD David DemarestExecutive Officer1Jul 3, 2024 → Jul 3, 2024

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 31 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

ENGAGED CAPITAL — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 25, 2012 · SEC file 801-77057 · Main office: NEWPORT BEACH, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $432,294,709 as reported on Form ADV filed Feb 18, 2026 (Item 5.F(2)(c)) · 8 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/engaged-capital-llc ↗

Item 11 disclosure questions as answered on Form ADV filed Feb 18, 2026: 3 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

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