ENGLE CAPITAL MANAGEMENT, L.P.
Adviser information for ENGLE CAPITAL MANAGEMENT, L.P. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 4 | $489.4M |
Non-Discretionary | 0 | $0 |
Total | 4 | $489.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 4 | $489.4M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 50 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
66 FIELD POINT ROAD2ND FLOOR
GREENWICH
CT
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 212-601-5590, Fax: None
Chief Compliance Officer
AILI ARENG
CHIEF FINANCIAL OFFICER
66 FIELD POINT ROAD
2ND FLOOR
GREENWICH
CT
United States
Tel:
212-601-5592
A*@***********M
(Full email address available in API data)
Regulatory Contact
JEFF HOFFNER
MANAGING PARTNER
66 FIELD POINT ROAD
2ND FLOOR
GREENWICH
CT
United States
Tel:
212-601-5591
J*******@***********M
(Full email address available in API data)
Industry Affiliates
ENGLE CAPITAL ADVISORS, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ENGLE CAPITAL MASTER FUND, LTD. | Hedge Fund | $408.9M | $1.0M | 130 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ENGLE CAPITAL GP, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2014 | < 5% |
HOFFNER, JEFFREY, CHARLES | Individual | – | MANAGING PARTNER | 01/2015 | 25-50% |
TEMMA HOLDINGS, LLC | Domestic Entity | – | LIMITED PARTNER | 01/2015 | 50-75% |
ARENG, AILI, MIIA | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 01/2015 | < 5% |
HELMAN, JEFFREY, MARK | Individual | – | MANAGING PARTNER, PORTFOLIO MANAGER | 10/2014 | < 5% |
HELMAN, JEFFREY, MARK | Individual | ENGLE CAPITAL GP, LLC | MANAGING MEMBER | 10/2014 | > 75% |
HELMAN, JEFFREY, MARK | Individual | TEMMA HOLDINGS LLC | MANAGER, MEMBER | 12/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACV AUCTIONS INC | COM CL A | 29M | 2M | – |
AMAZON COM INC | COM | 12M | 60K | – |
APOLLO GLOBAL MANAGEMENT INC | COM | 16M | 133K | – |
ARLO TECHNOLOGIES INC | COM | 15M | 1M | – |
BBB FOODS INC | CL A COM | 17M | 720K | – |
BLUE OWL CAPITAL INC | COM CL A | 5M | 275K | – |
CONSTRUCTION PARTNERS INC | COM CL A | 6M | 104K | – |
DUOLINGO INC | CL A COM | 4M | 19K | – |
FISERV INC | COM | 15M | 98K | – |
GE VERNOVA INC | COM | 4M | 25K | – |
KINSALE CAPITAL GROUP INC | COM | 10M | 25K | – |
KKR & CO INC | COM | 20M | 190K | – |
KYNDRYL HOLDINGS INC | COM | 6M | 233K | – |
LITHIA MOTORS INC | COM | 11M | 43K | – |
NU HOLDINGS LTD | CL A | 19M | 1M | – |
NVENT ELECTRIC PLC | SHS | 29M | 382K | – |
QUANTA SERVICES INC | COM | 11M | 42K | – |
SHARKNINJA INC | COM | 32M | 425K | – |
SKYWARD SPECIALTY INSURANCE GROUP | COM | 13M | 373K | – |
STERLING INFRASTRUCTURE INC | COM | 10M | 81K | – |
VESTIS CORPORATION | COM | 14M | 161K | – |