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EPOCH INVESTMENT PARTNERS, INC.
NEW YORK, NY
212-303-7200
SEC #801-63118Total AUM
$29.7B
Employees
137Clients
757Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 VANDERBILT AVENUE
23RD FLOOR
NEW YORK
NY 10017
United States
23RD FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
212-303-7200
Other Offices
2
Financials
Total AUM
$29.7B
Accounts
757Discretionary
$29.7B
Accounts
757Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
690AUM
$1.9B
Banking Clients
1AUM
$1.7B
Investment Company Clients
9AUM
$8.7B
Pooled Vehicle Clients
24AUM
$12.5B
Pension/Profit Sharing Plan Clients
17AUM
$4B
Government Entity Clients
2AUM
$166.2M
Insurance Company Clients
4AUM
$227.7M
Corporation or Business Clients
10AUM
$577M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CASH MANAGEMENT, INVESTMENT ADVICE TO POOLED INVESTMENT VEHICLES, & MODEL PORTFOLIOS TO OTHER ADVISERS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.