Form D · Private Equity Fund

Scopia HCM Partners LLC

New York, NY · CIK 0001650913

Offering snapshot reported Aug 14, 2015 · SEC filing

Reported sold
$13.6M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 5, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2015Initial$13,585,000No comparison18SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-245817

Source: Form D, filed Aug 14, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SCOPIA HCM PARTNERS LLC

Investment adviser: SCOPIA CAPITAL MANAGEMENT LP

Gross asset value
$43.7M
Beneficial owners
26
ADV minimum commitment
$150K

Reported in Form ADV on Mar 31, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG
PCAOB 185

Filing source

Form ADV 1510094 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-5878970880

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Scopia Capital Gp Llc Executive, Promoter
Scopia Capital Management Lp Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Scopia Capital Management Lp 152 West 57 Th Street, 33 Rd Floor
New York, NY, 10019