EPOCH INVESTMENT PARTNERS, INC.

other names
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Adviser Profile
As of Date 01/28/2025
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 141 -0.70%
Registration SEC, Approved, 05/11/2004
AUM* 33,053,394,488 20.08%
of that, discretionary 33,053,394,488 20.08%
Private Fund GAV* 69,856,270 -74.66%
Avg Account Size 42,704,644 5.03%
% High Net Worth 89.61% 37.44%
SMA’s Yes
Private Funds 2 2
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$54,668,809
Fund TypeOther Private Fund Count1 GAV$15,187,461

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