Overview
Assets Under Management: $33.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 664
Average Client Assets: $3 million
Frequently Asked Questions
EPOCH INVESTMENT PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131556), EPOCH INVESTMENT PARTNERS, INC. is subject to fiduciary duty under federal law.
EPOCH INVESTMENT PARTNERS, INC. is headquartered in NEW YORK, NY.
EPOCH INVESTMENT PARTNERS, INC. serves 664 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, EPOCH INVESTMENT PARTNERS, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
EPOCH INVESTMENT PARTNERS, INC. manages $33.1 billion in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, EPOCH INVESTMENT PARTNERS, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 664
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 774
Discretionary Accounts: 774
Regulatory Filings
CRD Number: 131556
Last Filing Date: 2025-01-28 00:00:00
Website: https://eipny.com