AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocalInternational

Scopia Capital Management LP

Scopia Capital Management LP is a fee-only, SEC-registered investment adviser in New York, New York, registered with the SEC since 2003, managing approximately $587M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #124403 · SEC #801-61668 · SEC-registered since 2003 (23 yrs) · Last filing data January 1, 2026

AUM
$587M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
20

9 advisers

Assets per adviser

$65Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From scopia.com

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Screenshot of the Scopia Capital Management LP website

Overview

AI-generated summary

Scopia Capital Management LP is a fee-only, SEC-registered investment adviser based in New York, New York. It reported approximately $587M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
124403
SEC #
801-61668
Headquarters
New York, NY
Employees
20

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$587M
Assets under management by year
YearReported AUM
2026$587M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Scopia Capital Management LP reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Scopia Capital Management LP a fiduciary?+

Yes. Scopia Capital Management LP is an SEC-registered investment adviser (CRD #124403), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Scopia Capital Management LP compensated?+

Scopia Capital Management LP reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Scopia Capital Management LP manage?+

Scopia Capital Management LP reported approximately $587M in regulatory assets under management as of its most recent Form ADV filing.

Does Scopia Capital Management LP have any disclosures?+

Scopia Capital Management LP reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Scopia Capital Management LP has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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