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ENGINE CAPITAL MANAGEMENT, LP

NEW YORK, NY · CRD 168315 · IAPD ↗ · enginecap.com · (646) 392-8863

$1.73BRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2024 — ENGINE CAPITAL MANAGEMENT, LP changed its website from abetterpathformatrix.com to enginecap.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — ENGINE CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($898.8M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.