DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Scopia Capital Management LP
Scopia Capital Management LP
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 3 of 17 distinct vehicles; hedge, securitized or liquidity vehicles 14
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-04-24
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 3 of 17 distinct vehicles; hedge, securitized or liquidity vehicles 14
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Apr 24, 2024
- RAUM
- $1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $111Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $111Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 18%
- Fund type mix
- filed 2024-04-24, latest gav Hedge Fund $1.0B, Private Equity Fund $111M, latest counts Hedge Fund 5, Private Equity Fund 2, lifetime distinct Hedge Fund 14, Private Equity Fund 3
- Employees
- 27
- Headquarters
- New York, NY
- Office address
- 152 WEST 57TH STREET, 33RD FLOOR, New York, NY, 10019
- Business phone
- 212-370-0303
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Scopia Spv Opportunity a LLC ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $18.2M as of Apr 24, 2024 | no Form D | Early deployment | |
| Scopia Hcm Partners LLC ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $43.7M as of Mar 31, 2021 | no Form D | Wound down | |
| Scopia Co-Investment Partners 2 LLC ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $92.5M as of Apr 24, 2024 | no Form D | Unknown |
Team
7 current, 9 former
Partner (5)
- Gregory Slavin · Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jason a Taub · Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jeremy Hendrik Mindich · Managing Director · since Mar 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jerome Jay Lande · Partner · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Matthew Ivan Sirovich · Managing Director · since Apr 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- Aaron William Morse · Partner, Chief Operating Officer, Chief Compliance Officer · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Samantha Weisen Nasello · Partner, Chief Financial Officer · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
9 former (kept with end dates)
- Ashutosh (nmn) Tyagi · Partner · Jan 1, 2012 to Mar 29, 2019 Inference
- Brian Donald Johnson · Partner · Jan 1, 2018 to Mar 30, 2020 Inference
- David Martin Wittels · Partner · Mar 1, 2013 to Mar 31, 2017 Inference
- Joseph Ting-Hong Yin · Partner · Jan 1, 2009 to Mar 31, 2017 Inference
- Kenneth Quinn Fionda · Partner · Jan 1, 2013 to Mar 30, 2020 Inference
- Mark Trigg Allan · Partner · Jan 1, 2016 to Mar 30, 2020 Inference
- Richard Scott Greeder · Partner · Jan 1, 2013 to Mar 30, 2016 Inference
- Tajar Samuel Varghese · Partner · Jan 1, 2009 to Mar 28, 2024 Inference
- Harry Jean Hjardemaal · Chief Operating Officer · Sep 1, 2010 to Jul 26, 2012 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
- Mar 30, 2012Scopia Capital Management LP first filed Form ADV in the extract (IA)
Across the graphs
Scopia Capital Management LP is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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