Engle Capital Management, L.P

CRD#178525
Investment Advisor Firm

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Learn more about Engle Capital Management, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Engle Capital Management, L.P is a financial advisor company headquartered in Greenwich, Connecticut. The company handles $541.2 million in total assets across four customer accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 6 financial advisors. Engle Capital Management, L.P does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and stocks.

    Engle Capital Management, L.P manages all of the company's client assets on a discretionary basis. Discretionary management signifies that transaction choices are made by a portfolio manager without requiring client approval. The company's average account size is $135.3 million. The average advisor at Engle Capital Management, L.P manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.

    The firm's main office is located at 66 Field Point Road, Greenwich, Connecticut 6830.

    Assets Under Management

    $541.2 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    66 Field Point Road
    Greenwich, CT 06830

    Engle Capital Management, L.P by the Numbers

    Total Assets Under Management

    $541.2 million

    National Average: $8.6 billion
    Total Number of Employees

    9

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $135.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically vary depending on which service is offered. Fees billed by the company likely consist of any combination of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It provides services to pooled investment vehicles. Out of its four accounts, Engle Capital Management, L.P's biggest client type is pooled investment vehicles. Around 50% of its accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Engle Capital Management, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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