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 and SEC-registered investment adviser that has been operating since 2003. The firm is structured as a multifaceted fund manager with activities across hedge fund and private equity strategies. Its client base is institutional, and it charges a combination of asset-based fees and performance fees. Scopia also functions in commodity pool operations/commodity trading adviser roles and provides portfolio management for pooled investment vehicles; it may act as sponsor, general partner or managing member of those vehicles. The firm does not report being 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

    Partner, Chief Operating OfficerCRD 4876720

Contacts

3 of 4
  • GREGORY SLAVIN

    PartnerCRD 5152715

  • SAMANTHA NASELLO

    PartnerCRD 5055978

  • 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