Scopus Asset Management, L.P. (New York)

Scopus Asset Management, L.P. is a large advisory firm based in New York. It manages $2.68 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arkansas and Florida.

Scopus Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scopus Asset Management: assets under management

The assets under management (AUM) of Scopus Asset Management, L.P. is $2.68 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and $949.77 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $535.64 million each.

Scopus Asset Management has custody of $2.68 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scopus Asset Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Scopus Asset Management serves?

The only and largest group of clients of Scopus Asset Management is pooled investment vehicles with 5 clients and $2.68 billion of assets under management. Among the 7 most similar advisory firms, Scopus Asset Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.68 billion for 5 clients. 40% of the firm’s clients are foreign persons or businesses.

Scopus Asset Management also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Scopus Asset Management, L.P.

The company employs 22 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Mnm Mitchell	Managing partner	1 Jul 2004	75% - 100%	6020347
Inc. Scopus Capital	General partner	1 Jul 2004	Other	13-4014681
Jonathan Scott D'orsi	Chief compliance officer	1 Jul 2008	Other	4486540
Daniel Fried	Counsel & chief compliance officer	1 Feb 2013	Other	6175196
Daniel Moshe Aharon	Chief operating officer & financial controller	1 Feb 2014	Other	5889815

Based in New York

The principal office where Scopus Asset Management, L.P. performs its advisory services is located at 717 Fifth Ave, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Little Rock, AR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-251-3270 or by fax 212-251-3279. The normal business hours are 9am - 5pm on Monday - Friday.