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Scopia Capital Management LP

● SEC registered since 2003CRD 124403SEC# 801-61668New York, NY
Export (members)
Ranks #3,671 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$587.3M
Fund GAV
$407.6M
Private funds
4
Employees
20
Accounts
6
Location
New York, NY

Scopia Capital Management LP assets under management

Scopia Capital Management LP is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2003. It reports $587.3 million in regulatory assets under management and employs 20 people. Scopia Capital Management LP manages 4 private funds with combined gross assets of $407.6 million, including Scopia Co-Investment Partners 2 LLC. By regulatory assets, it ranks 3,671 of 6,004 private fund managers.

Scopia Capital Management LP private funds

4 funds · $407.6M GAV
FundTypeGross assetsMin.
Scopia Co-Investment Partners 2 LLCPrivate Equity$136.1M$100K
Scopia Px International Master Fund LPHedge$115.7M$1M
Scopia Windmill Fund LPPrivate Equity$90.9M$200M
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Scopia Capital Management LP owners & executives

31 reported
NameTitleOwnershipSince
Aaron William Morse ControlPartner, Chief Operating Officer, Chief Compliance OfficerUnder 5%2012
Blue Owl GP Stakes I (a) LPSpecial Limited Partner Of Scopia Capital Management Lp10-25%2021
Blue Owl GP Stakes I (b) LPSpecial Member Of Scopia Capital Gp Llc10-25%2021
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Frequently asked questions

How much does Scopia Capital Management LP manage?

Scopia Capital Management LP reports $587.3 million in regulatory assets under management on its Form ADV.

How many private funds does Scopia Capital Management LP manage?

Scopia Capital Management LP manages 4 private funds with combined gross assets of $407.6 million.

How many employees does Scopia Capital Management LP have?

Scopia Capital Management LP reports 20 employees.

Where is Scopia Capital Management LP located?

Scopia Capital Management LP is based in New York, NY and has been SEC-registered since 2003.

Does Scopia Capital Management LP disclose fund performance?

Scopia Capital Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address152 West 57th Street, 33rd Floor, New York, NY 10019
Phone212-370-0303
Fax212-370-0404
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1279150
Discloses disciplinary historyNo

Regulatory AUM

$587.3M▼ 75%
Mar '25 — $2.31BApr '25 — $2.31BMay '25 — $2.31BJun '25 — $2.31BJul '25 — $2.31BAug '25 — $2.31BSep '25 — $2.31BOct '25 — $2.31BNov '25 — $2.31BDec '25 — $2.31BJan '26 — $2.31BFeb '26 — $2.31BMar '26 — $587.3MApr '26 — $587.3MMay '26 — $587.3MJun '26 — $587.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$587.3Mregulatory AUM
Discretionary $587.3M

Fund type mix

Private Equity2
Hedge2

Service providers