Scopia Capital Management LP

RIASEC RegisteredEst. 2003
Total AUM
$587M
Discretionary
$587M
100% of AUM
Avg account
$97.9M
Accounts
6
Employees
20
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
124403
Registered since
January 2, 2003
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scopia Capital Management LP is a limited partnership that has been SEC-registered since 2003 and operates as a hybrid alternative manager combining hedge fund and private equity activity. The firm primarily serves institutional clients and charges a mix of percentage-of-assets and performance-based fees. Scopia functions in a sponsor and manager role for pooled vehicles and is registered to operate as a CPO/CTA, providing portfolio management for pooled investment vehicles. Ownership lines include domestic and foreign entities as well as individuals. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Aaron Morse

    Aaron Morse

    Partner, Chief Operating OfficerCRD 4876720

Contacts

3 of 4
  • Gregory Slavin

    PartnerCRD 5152715

  • Samantha Nasello

    Samantha Nasello

    PartnerCRD 5055978

  • Jeremy Mindich

    Jeremy Mindich

    Managing PartnerCRD 4614992

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth