Scopia Capital Management LP

Fee-Only (% of Portfolio)

Scopia Capital Management LP is an investment advisory firm based in New York City that manages private investment funds and pooled vehicles for institutional and sophisticated investors. Scopia Capital Management LP employs a fundamentals-based, value-driven investment approach across both long-short equity strategies—managed with the discipline of market neutrality—and long-only equity strategies. The firm focuses primarily on publicly traded equities, while occasionally utilizing options, derivatives, and bonds. Scopia Capital Management LP tailors its strategies around specific investment objectives outlined in each fund's governing documents, rather than offering individualized personal financial planning or retail investment management services. The firm generally does not accept investor-imposed investment restrictions, though certain institutional clients and investors may negotiate specific rights or side letters.

Assets Under Management$590M
Clients6
AdvisorsN/A
Avg. per Client$98M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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