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Scopia Fund Management, LLC (New York)


Scopia Fund Management, LLC is a large advisory firm based in New York. It manages $4.24 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Scopia Fund Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scopia Fund Management: assets under management

The assets under management (AUM) of Scopia Fund Management, LLC is $4.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $302.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scopia Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Neuberger Berman Group Llc Managing member 1 May 2009 75% - 100% 61-1591182
Nb Alternatives Holdings Llc Managing member 1 May 2009 75% - 100% 80-0357916
Nb Dyal Associates Lp General partner 1 Feb 2010 Other 98-0657386
Nb Dyal Gp Holdings Llc General partner 1 Feb 2010 Other 27-2302165
Nb Alternatives Gp Holdings Llc Managing member 1 Feb 2010 75% - 100% 80-0357937

Based in New York

The principal office where Scopia Fund Management, LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-370-0303 or by fax 212-370-0404. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.scopiacapital.com.


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