SourcingSourcing

ENGLE CAPITAL MANAGEMENT, L.P.

B55
CRD 178525·SEC 801-110191·GREENWICH, CT
AUM
$492.4M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENGLE CAPITAL MANAGEMENT, L.P.
CRD
178525
SEC file #
801-110191
EIN
473283129
DBA names
—

Economics

AUM
$492.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$601.2M → $492.4M▼ -18%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
englecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEMMA HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
TEMMA HOLDINGS, LLC
HOFFNER, JEFFREY, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ENGLECAP.COM
Rdap Domain Creation Date
2014-10-15T23:24:14Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001644205
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2015-06-05
Edgar Last Filing Date
2025-06-05
Edgar Form D Count
11
Edgar Form D Offerings
2025-06-052025-06-05 · 0001385642-25-000005
2024-06-052024-06-05 · 0001385642-24-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Morgan Stanley3
Northern Trust2
Edgar Addresses
Mailing
66 FIELD POINT RDGREENWICH, CT 06830
Business
66 FIELD POINT RDGREENWICH, CT 06830
Edgar EIN
473283129
Edgar Recent Filings
D/A2025-06-05 · 0001385642-25-000005
D/A2024-06-05 · 0001385642-24-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-10-15T23:24:14Z
Rdap Domain Last Changed
2024-09-23T01:04:31Z
Rdap Nameservers
Ns1.accessabacus.comNs2.accessabacus.comNs3.accessabacus.comNs4.accessabacus.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
HOFFNER, JEFFREY, CHARLES
Direct Owner · 37.5%
4241837
ARENG, AILI, MIIA
Executive Officer · 2.5%
5062647
HELMAN, JEFFREY, MARK
Executive Officer · 2.5%
2510272