Firm profile

SCOPIA CAPITAL MANAGEMENT LP

NEW YORK, NYCRD 124403Latest ADV April 1, 2026

Scopia Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $587M in regulatory assets under management, 20 employees, and 6 accounts.

Assets Under Management
$587M
Employees
20
Offices
--
Total Clients
6
Primary office
NEW YORK, NY
152 WEST 57TH STREET, 33RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOAaron W. Morse
CFOSamantha W. Nasello
COOAaron W. Morse

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$587Mas of April 1, 2026
Discretionary100.0%
$587M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$587M
Total Accounts6
10Y AUM Change$-10.8B (-94.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee0:1
10Y Employee Change-23 (-53.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.