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EPOCH INVESTMENT PARTNERS, INC.
CRD 131556 · SEC 801-63118
1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017, United States
Phone
212-303-7200
Fax
212-202-4948
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$29.73B
Discretionary AUM
$29.73B
Team
137 total employees; 91 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)CASH MANAGEMENT, INVESTMENT ADVICE TO POOLED INVESTMENT VEHICLES, & MODEL PORTFOLIOS TO OTHER ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 690 | $1.89B |
| Banking/thrift institutions | 1 | $1.70B |
| Investment companies | 9 | $8.73B |
| Pooled investment vehicles | 24 | $12.46B |
| Pension/profit sharing plans | 17 | $3.97B |
| State/municipal entities | 2 | $166.2M |
| Insurance companies | 4 | $227.7M |
| Corporations/business entities | 10 | $577.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD