Sponsor Check › Sponsor group
16 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 6 shared people, 2 shared management entities, same business address (12 issuers), similar issuer names (15) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Jul 6, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
1 case: 1 dismissed
850 Securities/Commodities· Cause:
15:78m(a) Securities Exchange Act
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 16 of 16 issuers in this group; 0 not yet searched (16 queued). Results are added automatically. Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 16 of 16 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 16 of 16 issuers in this group; 0 not yet searched (16 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
0 of 21 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 6, 2026 D/A File 021-486080 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2025 D/A File 021-250963 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Sep 5, 2025 D/A File 021-81944 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees. | None listed on this filing |
| EDGAR ↗ | Sep 5, 2025 D/A File 021-69040 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees. | IVP Capital, LLC BrokerCheck CRD 000104197 ↗ |
| EDGAR ↗ | Sep 5, 2025 D/A File 021-85448 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees. | None listed on this filing |
| EDGAR ↗ | Jun 8, 2023 D File 021-483664 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 12, 2022 D File 021-451885 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 6, 2021 D File 021-405206 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 6, 2020 D File 021-370245 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 16, 2020 D/A File 021-303346 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees, as provided in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Sep 13, 2019 D/A File 021-86708 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Sep 13, 2019 D/A File 021-73432 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Jul 11, 2019 D File 021-344072 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 11, 2019 D/A File 021-210119 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees as provided in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 6, 2018 D/A File 021-203830 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2018 D/A File 021-240827 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Jan 12, 2018 D/A File 021-210120 | $0 | $0 | $0 (est.) The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees, as provided in the Issuer's offering documents. | None listed on this filing |
| EDGAR ↗ | Aug 14, 2015 D File 021-245817 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 11, 2015 D/A File 021-160968 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 20, 2015 D/A File 021-69039 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 17, 2013 D/A File 021-146299 | $0 | $0 | $0 (est.) | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 16 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Scopia in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:09 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | SCOPIA PARTNERS LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 12 | $116,307,080 offering Indefinite · similar: $155,000–$5,250,000 | 200 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2009–2019 |
| EDGAR ↗ | Scopia Partners QP LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 8 | $141,676,637 offering $141,676,637 · similar: $155,000–$5,250,000 | 72 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2009–2015 |
| EDGAR ↗ | Scopia PX LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 18 | $2,230,773,234 offering Indefinite · similar: $155,000–$5,250,000 | 388 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2009–2025 |
| EDGAR ↗ | SCOPIA LONG LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 12 | $51,590,960 offering Indefinite · similar: $155,000–$5,250,000 | 104 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2009–2019 |
| EDGAR ↗ | SCOPIA INTERNATIONAL LTD | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | HAMILTON, D0 | Pooled Investment Fund | 18 | $389,928,293 offering Indefinite · similar: $155,000–$5,250,000 | 59 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2009–2025 |
| EDGAR ↗ | SCOPIA PX INTERNATIONAL LTD | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | HAMILTON, D0 | Pooled Investment Fund | 18 | $1,806,408,000 offering Indefinite · similar: $155,000–$5,250,000 | 245 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2009–2025 |
| EDGAR ↗ | Scopia Emerging Managers, LLC | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 5 | $3,000,000 offering $3,000,000 · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2010–2013 |
| EDGAR ↗ | SCOPIA WINDMILL FUND LP | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 5 | $656,341,176 offering $656,341,176 · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2011–2015 |
| EDGAR ↗ | Root Capital Inc. | shared people | CAMBRIDGE, MA | Other | 13 | $277,706,875 offering Indefinite · similar: $500,000–$7,000,000 | 391 similar: 2–14 | $25,000 similar: $5,000–$50,000 | 2013–2026 |
| EDGAR ↗ | SCOPIA LB LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 6 | $97,234,247 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2014–2019 |
| EDGAR ↗ | Scopia LB International Ltd | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | HAMILTON, D0 | Pooled Investment Fund | 5 | $4,988,925 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2018 |
| EDGAR ↗ | Scopia Health Care LLC | shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 4 | $71,367,075 offering Indefinite · similar: $155,000–$5,250,000 | 30 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2018 |
| EDGAR ↗ | Scopia HCM Partners LLC | shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $13,585,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | Scopia Long QP LLC | shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 11 | $565,368,008 offering Indefinite · similar: $155,000–$5,250,000 | 72 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2015–2025 |
| EDGAR ↗ | Scopia Long International Ltd | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | HAMILTON, D0 | Pooled Investment Fund | 3 | $4,210,151 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2018–2020 |
| EDGAR ↗ | Scopia SPV Opportunity A LLC | shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Jul 6, 2026 | Root Capital Inc. | D/A | Other | Indefinite | $277,706,875 |
| EDGAR ↗ | Oct 31, 2025 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $565,368,008 |
| EDGAR ↗ | Sep 5, 2025 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,230,773,234 |
| EDGAR ↗ | Sep 5, 2025 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,270,437,598 |
| EDGAR ↗ | Sep 5, 2025 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $389,928,293 |
| EDGAR ↗ | Jul 7, 2025 | Root Capital Inc. | D/A | Other | Indefinite | $259,136,583 |
| EDGAR ↗ | Nov 1, 2024 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $564,729,835 |
| EDGAR ↗ | Sep 6, 2024 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,203,351,966 |
| EDGAR ↗ | Sep 6, 2024 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,270,437,598 |
| EDGAR ↗ | Sep 6, 2024 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $389,928,293 |
| EDGAR ↗ | Jul 5, 2024 | Root Capital Inc. | D/A | Other | Indefinite | $238,320,049 |
| EDGAR ↗ | Nov 3, 2023 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $562,876,273 |
| EDGAR ↗ | Sep 8, 2023 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,200,640,305 |
| EDGAR ↗ | Sep 8, 2023 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,270,437,597 |
| EDGAR ↗ | Sep 8, 2023 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $389,928,293 |
| EDGAR ↗ | Jul 6, 2023 | Root Capital Inc. | D | Other | Indefinite | $218,504,638 |
| EDGAR ↗ | Jun 8, 2023 | Scopia SPV Opportunity A LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 4, 2022 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $561,027,172 |
| EDGAR ↗ | Sep 9, 2022 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,265,437,597 |
| EDGAR ↗ | Sep 9, 2022 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,191,914,779 |
| EDGAR ↗ | Sep 9, 2022 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $389,928,293 |
| EDGAR ↗ | Jul 12, 2022 | Root Capital Inc. | D | Other | Indefinite | $200,378,503 |
| EDGAR ↗ | Nov 5, 2021 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $558,682,876 |
| EDGAR ↗ | Sep 10, 2021 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,184,128,421 |
| EDGAR ↗ | Sep 10, 2021 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,265,302,597 |
| EDGAR ↗ | Sep 10, 2021 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $374,928,293 |
| EDGAR ↗ | Jul 6, 2021 | Root Capital Inc. | D | Other | Indefinite | $169,439,046 |
| EDGAR ↗ | Nov 6, 2020 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $521,487,945 |
| EDGAR ↗ | Sep 11, 2020 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $374,928,293 |
| EDGAR ↗ | Sep 11, 2020 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,183,752,295 |
| EDGAR ↗ | Sep 11, 2020 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,265,302,597 |
| EDGAR ↗ | Jul 6, 2020 | Root Capital Inc. | D | Other | Indefinite | $155,782,819 |
| EDGAR ↗ | Jan 16, 2020 | Scopia Long International Ltd | D/A | Pooled Investment Fund | Indefinite | $4,191,468 |
| EDGAR ↗ | Nov 8, 2019 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $481,823,391 |
| EDGAR ↗ | Sep 13, 2019 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,265,298,908 |
| EDGAR ↗ | Sep 13, 2019 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $116,307,080 |
| EDGAR ↗ | Sep 13, 2019 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $51,590,960 |
| EDGAR ↗ | Sep 13, 2019 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $374,927,369 |
| EDGAR ↗ | Sep 13, 2019 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,151,334,645 |
| EDGAR ↗ | Jul 11, 2019 | Root Capital Inc. | D | Other | Indefinite | $139,183,737 |
| EDGAR ↗ | Jan 16, 2019 | Scopia Long International Ltd | D/A | Pooled Investment Fund | Indefinite | $4,210,151 |
| EDGAR ↗ | Jan 11, 2019 | SCOPIA LB LLC | D/A | Pooled Investment Fund | Indefinite | $97,234,247 |
| EDGAR ↗ | Nov 8, 2018 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $481,823,391 |
| EDGAR ↗ | Sep 14, 2018 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,141,178,696 |
| EDGAR ↗ | Sep 14, 2018 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,263,745,295 |
| EDGAR ↗ | Sep 14, 2018 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $114,830,939 |
| EDGAR ↗ | Sep 14, 2018 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $374,663,600 |
| EDGAR ↗ | Sep 14, 2018 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $48,923,735 |
| EDGAR ↗ | Jul 6, 2018 | Root Capital Inc. | D/A | Other | Indefinite | $124,720,734 |
| EDGAR ↗ | May 31, 2018 | Scopia Health Care LLC | D/A | Pooled Investment Fund | Indefinite | $71,367,075 |
| EDGAR ↗ | Jan 16, 2018 | Scopia Long International Ltd | D | Pooled Investment Fund | Indefinite | $3,000,000 |
| EDGAR ↗ | Jan 12, 2018 | SCOPIA LB LLC | D/A | Pooled Investment Fund | Indefinite | $97,234,247 |
| EDGAR ↗ | Jan 12, 2018 | Scopia LB International Ltd | D/A | Pooled Investment Fund | Indefinite | $4,988,925 |
| EDGAR ↗ | Nov 8, 2017 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $479,823,391 |
| EDGAR ↗ | Sep 15, 2017 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,137,698,696 |
| EDGAR ↗ | Sep 15, 2017 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $114,195,954 |
| EDGAR ↗ | Sep 15, 2017 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,228,587,259 |
| EDGAR ↗ | Sep 15, 2017 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $372,663,600 |
| EDGAR ↗ | Sep 15, 2017 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $47,796,123 |
| EDGAR ↗ | Jul 11, 2017 | Root Capital Inc. | D/A | Other | Indefinite | $107,374,573 |
| EDGAR ↗ | May 31, 2017 | Scopia Health Care LLC | D/A | Pooled Investment Fund | Indefinite | $57,552,076 |
| EDGAR ↗ | Jan 13, 2017 | Scopia LB International Ltd | D/A | Pooled Investment Fund | Indefinite | $4,930,692 |
| EDGAR ↗ | Jan 13, 2017 | SCOPIA LB LLC | D/A | Pooled Investment Fund | Indefinite | $96,724,247 |
| EDGAR ↗ | Nov 10, 2016 | Scopia Long QP LLC | D/A | Pooled Investment Fund | Indefinite | $29,025,984 |
| EDGAR ↗ | Sep 15, 2016 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $2,118,440,022 |
| EDGAR ↗ | Sep 15, 2016 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,186,897,937 |
| EDGAR ↗ | Sep 15, 2016 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $113,456,075 |
| EDGAR ↗ | Sep 15, 2016 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $372,663,599 |
| EDGAR ↗ | Sep 15, 2016 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $45,917,973 |
| EDGAR ↗ | May 31, 2016 | Scopia Health Care LLC | D/A | Pooled Investment Fund | Indefinite | $42,185,524 |
| EDGAR ↗ | Jan 15, 2016 | Scopia LB International Ltd | D/A | Pooled Investment Fund | Indefinite | $4,872,716 |
| EDGAR ↗ | Jan 15, 2016 | SCOPIA LB LLC | D/A | Pooled Investment Fund | Indefinite | $43,577,928 |
| EDGAR ↗ | Jan 5, 2016 | Root Capital Inc. | D/A | Other | Indefinite | $86,012,670 |
| EDGAR ↗ | Nov 10, 2015 | Scopia Long QP LLC | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Sep 15, 2015 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $1,988,076,076 |
| EDGAR ↗ | Sep 15, 2015 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $876,034,566 |
| EDGAR ↗ | Sep 15, 2015 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $43,867,219 |
| EDGAR ↗ | Sep 15, 2015 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $371,907,171 |
| EDGAR ↗ | Sep 15, 2015 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $112,290,490 |
| EDGAR ↗ | Aug 14, 2015 | Scopia HCM Partners LLC | D | Pooled Investment Fund | Indefinite | $13,585,000 |
| EDGAR ↗ | Jun 11, 2015 | SCOPIA WINDMILL FUND LP | D/A | Pooled Investment Fund | $656,341,176 | $656,341,176 |
| EDGAR ↗ | May 29, 2015 | Scopia Health Care LLC | D | Pooled Investment Fund | Indefinite | $11,050,000 |
| EDGAR ↗ | Apr 20, 2015 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | $141,676,637 | $141,676,637 |
| EDGAR ↗ | Jan 15, 2015 | SCOPIA LB LLC | D/A | Pooled Investment Fund | Indefinite | $28,681,112 |
| EDGAR ↗ | Jan 15, 2015 | Scopia LB International Ltd | D/A | Pooled Investment Fund | Indefinite | $3,272,716 |
| EDGAR ↗ | Dec 18, 2014 | Root Capital Inc. | D/A | Other Banking and Financial Services | Indefinite | $40,896,097 |
| EDGAR ↗ | Sep 22, 2014 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $40,944,433 |
| EDGAR ↗ | Sep 22, 2014 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $141,590,189 |
| EDGAR ↗ | Sep 22, 2014 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $109,010,699 |
| EDGAR ↗ | Sep 22, 2014 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $1,780,319,261 |
| EDGAR ↗ | Sep 15, 2014 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $700,596,566 |
| EDGAR ↗ | Sep 15, 2014 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $351,024,850 |
| EDGAR ↗ | Jun 12, 2014 | SCOPIA WINDMILL FUND LP | D/A | Pooled Investment Fund | Indefinite | $560,513,576 |
| EDGAR ↗ | Jan 15, 2014 | Scopia LB International Ltd | D | Pooled Investment Fund | Indefinite | $497,089 |
| EDGAR ↗ | Jan 15, 2014 | SCOPIA LB LLC | D | Pooled Investment Fund | Indefinite | $1,725,000 |
| EDGAR ↗ | Oct 1, 2013 | Root Capital Inc. | D | Other Banking and Financial Services | Indefinite | $1,305,000 |
| EDGAR ↗ | Sep 20, 2013 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $1,645,062,835 |
| EDGAR ↗ | Sep 20, 2013 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $140,948,541 |
| EDGAR ↗ | Sep 20, 2013 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $103,676,357 |
| EDGAR ↗ | Sep 20, 2013 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $33,002,899 |
| EDGAR ↗ | Sep 17, 2013 | Scopia Emerging Managers, LLC | D/A | Pooled Investment Fund | $3,000,000 | $3,000,000 |
| EDGAR ↗ | Sep 13, 2013 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $344,688,878 |
| EDGAR ↗ | Sep 13, 2013 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,806,408,000 |
| EDGAR ↗ | Jun 7, 2013 | SCOPIA WINDMILL FUND LP | D/A | Pooled Investment Fund | Indefinite | $535,347,306 |
| EDGAR ↗ | Sep 20, 2012 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $1,225,887,872 |
| EDGAR ↗ | Sep 20, 2012 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $140,107,398 |
| EDGAR ↗ | Sep 20, 2012 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $99,078,238 |
| EDGAR ↗ | Sep 20, 2012 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $18,132,748 |
| EDGAR ↗ | Sep 14, 2012 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,741,001,671 |
| EDGAR ↗ | Sep 14, 2012 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $322,237,079 |
| EDGAR ↗ | Sep 14, 2012 | Scopia Emerging Managers, LLC | D/A | Pooled Investment Fund | Indefinite | $3,000,000 |
| EDGAR ↗ | Jun 8, 2012 | SCOPIA WINDMILL FUND LP | D/A | Pooled Investment Fund | Indefinite | $356,125,000 |
| EDGAR ↗ | Sep 20, 2011 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $16,964,879 |
| EDGAR ↗ | Sep 20, 2011 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $91,552,035 |
| EDGAR ↗ | Sep 20, 2011 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $135,570,586 |
| EDGAR ↗ | Sep 20, 2011 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $726,884,694 |
| EDGAR ↗ | Sep 15, 2011 | Scopia Emerging Managers, LLC | D/A | Pooled Investment Fund | Indefinite | $2,300,000 |
| EDGAR ↗ | Sep 15, 2011 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $1,305,472,354 |
| EDGAR ↗ | Sep 15, 2011 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $311,709,079 |
| EDGAR ↗ | Jun 8, 2011 | SCOPIA WINDMILL FUND LP | D | Pooled Investment Fund | Indefinite | $202,750,000 |
| EDGAR ↗ | Sep 20, 2010 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $561,865,540 |
| EDGAR ↗ | Sep 20, 2010 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $132,120,586 |
| EDGAR ↗ | Sep 20, 2010 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $90,284,035 |
| EDGAR ↗ | Sep 20, 2010 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $11,714,879 |
| EDGAR ↗ | Sep 20, 2010 | Scopia Emerging Managers, LLC | D/A | Pooled Investment Fund | Indefinite | $1,500,000 |
| EDGAR ↗ | Sep 15, 2010 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $228,398,749 |
| EDGAR ↗ | Sep 15, 2010 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $863,342,606 |
| EDGAR ↗ | Aug 12, 2010 | Scopia Emerging Managers, LLC | D | Pooled Investment Fund | Indefinite | $1,000,000 |
| EDGAR ↗ | Feb 5, 2010 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $421,179,108 |
| EDGAR ↗ | Feb 5, 2010 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $114,120,586 |
| EDGAR ↗ | Feb 5, 2010 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $81,588,065 |
| EDGAR ↗ | Feb 5, 2010 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $8,360,258 |
| EDGAR ↗ | Feb 5, 2010 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $618,379,688 |
| EDGAR ↗ | Feb 5, 2010 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $127,833,039 |
| EDGAR ↗ | Mar 13, 2009 | SCOPIA LONG LLC | D/A | Pooled Investment Fund | Indefinite | $5,120,700 |
| EDGAR ↗ | Mar 13, 2009 | SCOPIA PX INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $196,430,200 |
| EDGAR ↗ | Mar 13, 2009 | Scopia PX LLC | D/A | Pooled Investment Fund | Indefinite | $169,974,700 |
| EDGAR ↗ | Mar 13, 2009 | SCOPIA INTERNATIONAL LTD | D/A | Pooled Investment Fund | Indefinite | $21,283,400 |
| EDGAR ↗ | Mar 13, 2009 | Scopia Partners QP LLC | D/A | Pooled Investment Fund | Indefinite | $63,316,400 |
| EDGAR ↗ | Mar 13, 2009 | SCOPIA PARTNERS LLC | D/A | Pooled Investment Fund | Indefinite | $20,121,500 |
Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 6, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2011), Other (2013), Pooled Investment Fund (2014–2018), Other (2019–2022), Pooled Investment Fund (2023). Latest offering: Other (Jul 6, 2023).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Scopia Capital Management LLC entity | Executive Officer, Promoter | 14 | Sep 15, 2014 → Oct 31, 2025 |
| Matthew Sirovich | Executive Officer, Director | 11 | Mar 13, 2009 → Sep 6, 2024 |
| Scopia Capital GP LLC entity | Executive Officer, Promoter | 10 | Sep 22, 2014 → Oct 31, 2025 |
| Jeremy Mindich | Executive Officer, Director | 10 | Mar 13, 2009 → Sep 5, 2025 |
| James Keyes | Director | 4 | Feb 5, 2010 → Sep 5, 2025 |
| Ian Pilgrim | Director | 4 | Sep 15, 2011 → Sep 5, 2025 |
| Carol Monaghan | Director | 2 | Mar 13, 2009 → Sep 15, 2010 |
| Joesph Kelly | Director | 2 | Mar 13, 2009 → Mar 13, 2009 |
| William Fulbright Foote | Executive Officer | 1 | Oct 1, 2013 → Jul 6, 2026 |
| Marissa Wesely | Director | 1 | Jul 6, 2020 → Jul 6, 2026 |
| Sophie Romana | Director | 1 | Jul 6, 2021 → Jul 6, 2026 |
| Salah Goss | Director | 1 | Jul 6, 2021 → Jul 6, 2026 |
| Hans Muzoora | Director | 1 | Jul 12, 2022 → Jul 6, 2026 |
| Scott Amero | Director | 1 | Jul 12, 2022 → Jul 6, 2026 |
| Fleur Boos | Director | 1 | Jul 6, 2023 → Jul 6, 2026 |
| James Richardson | Director | 1 | Jul 6, 2023 → Jul 6, 2026 |
| Oliver Jehiel | Director | 1 | Jul 6, 2023 → Jul 6, 2026 |
| Alice Decker Burke | Executive Officer | 1 | Jul 5, 2024 → Jul 6, 2026 |
| Soledad Villarruel Larre | Executive Officer | 1 | Jul 5, 2024 → Jul 6, 2026 |
| Maria Theresa Villanueva | Director | 1 | Jul 5, 2024 → Jul 6, 2026 |
| Eduardo Briceno | Director | 1 | Jul 7, 2025 → Jul 6, 2026 |
| Jean Forrester | Executive Officer | 1 | Jul 7, 2025 → Jul 6, 2026 |
| Phyllis Johnson | Director | 1 | Jul 7, 2025 → Jul 6, 2026 |
| Dana Francois | Director | 1 | Jul 7, 2025 → Jul 6, 2026 |
| Gian Fabbri | Executive Officer | 1 | Jul 7, 2025 → Jul 6, 2026 |
| Jack Kimani | Director | 1 | Jul 6, 2026 → Jul 6, 2026 |
| Ana Zacapa | Director | 1 | Jul 6, 2018 → Jul 6, 2026 |
| Macani Toungara | Director | 1 | Jul 6, 2021 → Jul 7, 2025 |
| Mario Fernandez | Director | 1 | Jul 6, 2021 → Jul 7, 2025 |
| Philip Brown | Director | 1 | Dec 18, 2014 → Jul 5, 2024 |
| Lindsey Bolger | Director | 1 | Jul 6, 2020 → Jul 5, 2024 |
| Frances Reid | Executive Officer | 1 | Jul 6, 2020 → Jul 5, 2024 |
| Darcy Salinger | Executive Officer | 1 | Jul 6, 2021 → Jul 5, 2024 |
| Bryan Woliner | Executive Officer | 1 | Jul 6, 2021 → Jul 5, 2024 |
| Scott McDonald | Director | 1 | Jul 6, 2021 → Jul 5, 2024 |
| Mary Barton Dock | Director | 1 | Jul 6, 2018 → Jul 6, 2023 |
| Grant Gund | Director | 1 | Jul 6, 2018 → Jul 6, 2023 |
| Jan-Maarten Mulder | Director | 1 | Jul 11, 2017 → Jul 12, 2022 |
| Ken Bartels | Director | 1 | Jul 12, 2022 → Jul 12, 2022 |
| Scopia Capital Managment LP entity | Executive Officer | 1 | Nov 10, 2015 → Nov 5, 2021 |
| Jack Taylor | Director | 1 | Jul 11, 2017 → Jul 6, 2021 |
| Gene Weil | Director | 1 | Jul 11, 2017 → Jul 6, 2021 |
| Nancy Godinho Everett | Executive Officer | 1 | Jul 6, 2018 → Jul 6, 2021 |
| CD Glin | Director | 1 | Jul 6, 2018 → Jul 6, 2021 |
| Mary Beth Cote-Jenssen | Executive Officer | 1 | Jul 6, 2021 → Jul 6, 2021 |
| Peggy Clark | Director | 1 | Jan 5, 2016 → Jul 6, 2020 |
| Franz Colloredo-Mansfield | Director | 1 | Jan 5, 2016 → Jul 6, 2020 |
| Amy Mullen | Executive Officer | 1 | Jul 11, 2019 → Jul 6, 2020 |
| Steve Nocka | Executive Officer | 1 | Jul 11, 2019 → Jul 6, 2020 |
| James Benenson | Director | 1 | Jul 6, 2020 → Jul 6, 2020 |
| James Pilgrim | Director | 1 | Sep 15, 2015 → Sep 13, 2019 |
| Daniel Crisafulli | Director | 1 | Oct 1, 2013 → Jul 11, 2019 |
| Richard Peyser | Director | 1 | Dec 18, 2014 → Jul 11, 2019 |
| Melissa Dann | Director | 1 | Oct 1, 2013 → Jul 6, 2018 |
| Simon Winter | Director | 1 | Dec 18, 2014 → Jul 6, 2018 |
| Brian Milder | Executive Officer | 1 | Jul 11, 2017 → Jul 6, 2018 |
| Jared Alvah Chase | Executive Officer | 1 | Jul 11, 2017 → Jul 6, 2018 |
| Peter Bernard | Director | 1 | Oct 1, 2013 → Jul 6, 2018 |
| Catherine Gill | Executive Officer | 1 | Oct 1, 2013 → Jul 11, 2017 |
| Funke Oyewole | Director | 1 | Oct 1, 2013 → Jul 11, 2017 |
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