Welcome to the site established to provide SCU (formerly known as OZM) Class A Shareholders tax reporting information.
On April 1, 2019, Och-Ziff Capital Management Group, LLC (“OZM”) reorganized from a publicly traded partnership to a corporation. Effective May 9, 2019, Och-Ziff Capital Management Group, LLC converted from a Delaware LLC to a Delaware Corporation known as Och-Ziff Capital Management Group Inc. On September 12, 2019, Och-Ziff Capital Management Group Inc. changed its name to Sculptor Capital Management, Inc.
IRS Form 8937
Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including nontaxable distributions that affect the basis of the securities involved in the organizational action. The tax information contained herein is provided for informational purposes only and should not be construed as legal or tax advice. Sculptor Capital does not provide legal or tax advice. Shareholders are encouraged to consult their tax advisors regarding their income tax consequences of these distributions under the laws of the United States (federal, state, and local) and any other applicable non-U.S. jurisdiction
The final 2019 Schedule K-1 distribution related to 2019 partnership unitholders before April 1, 2019 took place the end of March 2020. Distributions paid to shareholders after April 1, 2019 will be reported on Form 1099-DIV.
Historical K-1 Information requests for tax years 2019 and prior can be sent to SCUk1help@sculptor.com