Scopia Capital Management Lp
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 124403
· SEC file 801-61668
· New York, NY
· www.scopia.com
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $587M
- Discretionary
- $587M
- Clients
- 6
- Avg AUM / client
- $97.9M
- Accounts
- 6
- Employees
- 20
AUM over time
$587M
$11.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $587M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Scopia Windmill Fund Lp | Hedge Fund | Delaware | $309M | 13 |
| Scopia Px International Master Fund Lp master | Hedge Fund | Bermuda | $270M | 18 |
| Scopia International Master Fund Lp master | Hedge Fund | Bermuda | $232M | 17 |
| Scopia Px Llc | Hedge Fund | Delaware | $144M | 68 |
| Scopia Co Investment Partners 2 Llc master | Private Equity Fund | Delaware | $92.5M | 37 |
| Scopia Long Qp Llc | Hedge Fund | Delaware | $68.6M | 31 |
| Scopia Spv Opportunity A Llc | Private Equity Fund | Delaware | $18.2M | 4 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mindich, Jeremy, Hendrik | Founding Partner, Managing Director Of General Partner Of Scopia Capital Management Lp | Mar 2001 (25y) | ≈ 0% – 3.75% via Scopia Management, Inc. | |
| Sirovich, Matthew, Ivan | Founding Partner, Managing Director Of General Partner Of Scopia Capital Management Lp | Apr 2001 (25y) | ≈ 0% – 3.75% via Scopia Management, Inc. | |
| Nasello, Samantha, Weisen | Partner, Chief Financial Officer | Mar 2009 (17y) | Less than 5% | |
| Morse, Aaron, William | Partner, Chief Operating Officer, Chief Compliance Officer | Jun 2012 (14y) | Less than 5% | |
| Lande, Jerome, Jay | Partner | Jan 2021 (6y) | 10% – 25% | |
| Slavin, Gregory | Partner | Jan 2022 (5y) | 5% – 10% | |
| Taub, Jason, A | Partner | Jan 2022 (5y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Owl Gp Stakes I (A) Lp | Special Limited Partner Of Scopia Capital Management Lp | Jan 2021 | A | 10% – 25% |
| Blue Owl Gp Stakes I (B) Lp | Special Member Of Scopia Capital Gp Llc | Jan 2021 | A | 10% – 25% |
| Scopia Management, Inc. | General Partner Of Scopia Capital Management Lp | Mar 2012 | A | Less than 5% |
| Blue Owl Capital Carry Lp | Member | May 2021 | B | 75% or more of Blue Owl Gp Stakes Gp Holdings Llc (indirect) |
| Blue Owl Capital Gp Holdings Llc | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Llc (indirect) |
| Blue Owl Capital Inc. | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Holdings Llc (indirect) |
| Dyal U.S. Llc | Limited Partner | Apr 2010 | B | ≈ 5% – 18.75% via Blue Owl Gp Stakes I (A) Lp |
| Blue Owl Gp Stakes Offshore Investors Lp | Member | Apr 2010 | B | ≈ 2.5% – 14.06% via Dyal U.S. Llc |
| Blue Owl Gp Stakes Pension Investors Lp | Member | Apr 2010 | B | ≈ 1.25% – 9.38% via Dyal U.S. Llc |
| Dyal Cayman Offshore Lp | Limited Partner | Sep 2013 | B | ≈ 2.5% – 12.5% via Blue Owl Gp Stakes I (B) Lp |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | 25% – 50% of Blue Owl Capital Carry Lp (indirect) |
| Blue Owl Gp Stakes I Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Gp Stakes I (A) Lp (indirect) |
| Blue Owl Gp Stakes Gp Holdings Llc | General Partner | Feb 2015 | B | GP / trustee / elected manager of Blue Owl Gp Stakes I Gp Llc (indirect) |
| Nbsh Acquisition Llc | Managing Member | May 2021 | B | GP / trustee / elected manager of Nbsh Blue Investments, Llc (indirect) |
| Blue Owl Capital Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Capital Carry Lp (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mindich, Jeremy, Hendrik: 50% – 75% of Scopia Management, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Sirovich, Matthew, Ivan: 50% – 75% of Scopia Management, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Dyal U.S. Llc: 50% – 75% of Blue Owl Gp Stakes I (A) Lp × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Blue Owl Gp Stakes Offshore Investors Lp: 50% – 75% of Dyal U.S. Llc × 50% – 75% of Blue Owl Gp Stakes I (A) Lp × 10% – 25% direct ≈ 2.5% – 14.06% of the firm
- Blue Owl Gp Stakes Pension Investors Lp: 25% – 50% of Dyal U.S. Llc × 50% – 75% of Blue Owl Gp Stakes I (A) Lp × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
- Dyal Cayman Offshore Lp: 25% – 50% of Blue Owl Gp Stakes I (B) Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Scopia Windmill Fund Lp | Hedge Fund | $309M | $200M | 13 |
| Scopia Px International Master Fund Lp | Hedge Fund | $270M | $1.0M | 18 |
| Scopia International Master Fund Lp | Hedge Fund | $232M | $1.0M | 17 |
| Scopia Px Llc | Hedge Fund | $144M | $1.0M | 68 |
| Scopia Co Investment Partners 2 Llc | Private Equity Fund | $92.5M | $100K | 37 |
| Scopia Long Qp Llc | Hedge Fund | $68.6M | $1.0M | 31 |
| Scopia Spv Opportunity A Llc | Private Equity Fund | $18.2M | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $68.3M (1% of AUM) May 2018
- Goldman Sachs $4.1M (0% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗