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 SEC-registered hedge fund manager organized as a limited partnership and operating since 2012. The firm structures and manages pooled investment vehicles and functions in sponsor/GP and CPO/CTA roles rather than acting as a capital allocator to third-party managers. Its client base is institutional, and compensation combines a percentage-of-assets fee with performance-based fees. Scopus is not identified as an active ESG investor and reports its advisory activity principally as portfolio management for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Daniel Aharon

    COOCRD 5889815

Contacts

1 of 1
  • Alexander Mitchell

    Managing PartnerCRD 6020347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$145M in ETFs

Passive

100%

$145M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$49.7M605,72634.38%

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