Scopia Capital Management LP

RIASEC Registered
Total AUM
$587M
Discretionary
$587M
100% of AUM
Avg account
$97.9M
Accounts
6
Employees
20
Advisory reps
4

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 operates as a multi-strategy alternative manager, combining hedge fund and private equity activities with responsibilities typical of a sponsor/GP and a futures-related operator (CPO/CTA). The firm serves institutional clients and charges management and performance-based fees, reflecting an active, incentive-aligned compensation model. Scopia handles portfolio management for pooled investment vehicles and does not position itself as a capital allocator to external managers. It is SEC-registered and first registered in 2003. Ownership interests include a mix of domestic entities, foreign entities, and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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 3
  • Jeremy Mindich

    Jeremy Mindich

    Managing PartnerCRD 4614992

  • Matthew Sirovich

    Matthew Sirovich

    Co-Founder & Managing PartnerCRD 1727743

  • Samantha Nasello

    Samantha Nasello

    PartnerCRD 5055978

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