Engine Capital Management, Lp
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Overview
Engine Capital Management, Lp is a financial advisor company based in New York, New York. It has $898.8 million in assets under management over five accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Engine Capital Management, Lp is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.
Engine Capital Management, Lp manages all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without requiring the client's consent. The company's typical account size is $179.8 million. The typical financial advisor at Engine Capital Management, Lp manages about two client accounts, placing it among the most individualized financial advisor firms in the country.
Engine Capital Management, Lp's central office is located at 1345 Avenue Of The Americas, New York, New York 10105. The company is permitted to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Engine Capital Management, Lp by the Numbers
$898.8 million
5
5
$179.8 million
Fee Structure
Financial advisory fees largely depend on the services provided. Fees charged by the firm can include any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Engine Capital Management, Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its five accounts, Engine Capital Management, Lp's biggest client type is pooled investment vehicles. About 20% of its clients are represented by people from outside of the U.S.
- 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
Engine Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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