Engle Capital Management, L.P.
- Regulatory AUM
- $492M
- Discretionary
- $492M
- Clients
- 4
- Avg AUM / client
- $123M
- Accounts
- 4
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 22 positions, $293,491,848)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc | COM | $42,569,943 | 2,950,100 | 14.5% | 8.65% |
| 2 | Legence Corp | CL A | $28,834,122 | 510,700 | 9.82% | 5.86% |
| 3 | Bbb Foods Inc | CL A COM | $25,289,550 | 715,000 | 8.62% | 5.14% |
| 4 | Construction Partners Inc | COM CL A | $22,779,600 | 205,000 | 7.76% | 4.63% |
| 5 | Aercap Holdings Nv | SHS | $22,497,520 | 164,000 | 7.67% | 4.57% |
| 6 | Talen Energy Corp | COM | $19,952,513 | 62,502 | 6.8% | 4.05% |
| 7 | Flowserve Corp | COM | $18,377,500 | 250,000 | 6.26% | 3.73% |
| 8 | Cardinal Infrastructure Group | CL A | $12,610,290 | 318,000 | 4.3% | 2.56% |
| 9 | Comfort Systems Usa Inc | COM | $11,583,516 | 8,400 | 3.95% | 2.35% |
| 10 | Stepstone Group Inc | COM CL A | $11,319,948 | 237,216 | 3.86% | 2.3% |
| 11 | Sterling Infrastructure Inc | COM | $10,792,655 | 26,500 | 3.68% | 2.19% |
| 12 | Forgent Power Solutions Inc | COM | $10,613,302 | 362,600 | 3.62% | 2.16% |
| 13 | Cipher Mining Inc | COM | $9,999,990 | 777,000 | 3.41% | 2.03% |
| 14 | Marex Group Plc | ORD | $8,960,402 | 200,996 | 3.05% | 1.82% |
| 15 | Alphabet Inc | CL A | $7,577,781 | 26,352 | 2.58% | 1.54% |
| 16 | Hut 8 Corp | COM | $7,027,118 | 149,800 | 2.39% | 1.43% |
| 17 | Fermi Inc | COM | $5,927,600 | 1,015,000 | 2.02% | 1.2% |
| 18 | Carvana Co | CL A | $3,772,560 | 12,000 | 1.29% | 0.77% |
| 19 | Amrize Ltd | SHS | $3,742,136 | 66,800 | 1.28% | 0.76% |
| 20 | Meta Platforms Inc | CL A | $3,718,845 | 6,500 | 1.27% | 0.76% |
| 21 | Cameco Corp | COM | $3,351,957 | 30,833 | 1.14% | 0.68% |
| 22 | Compass Inc | CL A | $2,193,000 | 300,000 | 0.75% | 0.45% |
Top 25 of 22 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $492M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $409M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Engle Capital Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $409M | 130 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Helman, Jeffrey, Mark | Managing Partner, Portfolio Manager | Oct 2014 (12y) | ≈ 0% – 5% via Engle Capital Gp, Llc | |
| Areng, Aili, Miia | Chief Compliance Officer, Chief Financial Officer | Jan 2015 (12y) | Less than 5% | |
| Hoffner, Jeffrey, Charles | Managing Partner | Jan 2015 (12y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Temma Holdings, Llc | Limited Partner | Jan 2015 | A | 50% – 75% |
| Engle Capital Gp, Llc | General Partner | Oct 2014 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Helman, Jeffrey, Mark: 75% – 100% of Engle Capital Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $409M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Engle Capital Master Fund, Ltd. | Hedge Fund | $409M | $1.0M | 130 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗