EPOCH INVESTMENT PARTNERS, INC.

other names
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Adviser Profile
As of Date 08/29/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 177 -21.68%
of those in investment advisory functions 133 -6.34%
Registration SEC, Approved, 05/11/2004
AUM* 34,276,093,545 24.52%
of that, discretionary 34,276,093,545 24.52%
Private Fund GAV* 119,383,958 -55.86%
Avg Account Size 61,316,804 50.81%
% High Net Worth 84.97% 30.33%
SMA’s Yes
Private Funds 3 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
49B 42B 35B 28B 21B 14B 7B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$49,956,416
Fund TypeOther Private Fund Count2 GAV$69,427,542

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