Scoria Capital Partners, LP (Stamford)

Scoria Capital Partners, LP is a large advisory firm based in Stamford. It manages $133 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.

Scoria Capital Partners 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.

Scoria Capital Partners: assets under management

The assets under management (AUM) of Scoria Capital Partners, LP is $133 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $133 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.33 million each.

Scoria Capital Partners has custody of $133 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scoria Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scoria Capital Partners, LP

Lawrence Joseph Sapanski has served as the Chief Investment Officer since 1 Jun 2013. Ashley Byrd Cousins joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scoria Capital General Partner Llc	General partner	1 Jun 2013	Other	80-0934961
Lawrence Joseph Sapanski	Limited partner/chief investment officer	1 Jun 2013	50% - 75%	1133019
Michael Allen Sherrick	Limited partner/director of research	1 Jun 2013	Other	2737522
Mark Jeffrey Glasberg	Limited partner	1 Jun 2013	Other	1394897
Andrew James Poole	Limited partner	1 Jun 2013	Other	6226232
Thomas Richard Hain	Limited partner	1 Jun 2013	Other	2807760
Patrick Joseph Iuliano	Chief compliance officer	1 Sep 2013	Other	2646921
Andrew Michael Meehan	Limited partner	1 Sep 2013	Other	2578322
Ted Edwin Orenstein	Limited partner	1 Jan 2015	Other	2521356
Ashley Byrd Cousins	Chief financial officer	1 Feb 2015	Other	6534624

Based in Stamford

The principal office where Scoria Capital Partners, LP performs its advisory services is located at 225 High Ridge Road, Stamford, CT 06905, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.