SCOPUS ASSET MANAGEMENT, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$764M
Accounts
5
Employees
19
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
157518
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scopus Asset Management, L.P. is a limited partnership that operates as a hedge fund adviser to institutional clients. The firm has been SEC-registered since 2012 and combines percentage-of-AUM and performance-based fee arrangements. Its regulatory and operating footprint includes roles as a CPO/CTA and portfolio manager for pooled investment vehicles; it also acts as sponsor, general partner, or managing member for pooled vehicles it runs. Scopus is not identified as an active ESG investor and is organized under domestic ownership structures.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DANIEL FRIED

    General Counsel & Chief Compliance OfficerCRD 6175196

  • DANIEL AHARON

    COOCRD 5889815

Contacts

1 of 1
  • ALEXANDER MITCHELL

    Managing PartnerCRD 6020347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$116M in ETFs

Passive

100%

$116M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$50M605,72643.06%

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
717 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth