Epic Funds
Firm details
- Headquarters
- Hermosa Beach, California
- CRD number
- 311425
- Registered since
- February 11, 2022
- Website
- www.epic-funds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Epic Funds LLC is a private-equity focused investment firm that advises and manages pooled investment vehicles for institutional clients. The firm is organized as an LLC and is SEC-registered (2022). Its business model centers on portfolio management for pooled funds and it also serves as sponsor, general partner, and managing member of those vehicles. Epic Funds charges a combination of AUM-based and performance-linked fees. The firm does not self-identify as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Charles Willhoit
Chief Executive OfficerCRD 2773302

James Hirschmann Iv
Partner, CIOCRD 5816799
Contacts
2 of 2
Kevin Mccabe
PartnerCRD 2048590

Michael Fitzpatrick
Managing PartnerCRD 7559835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hermosa Beach, CA
Los Angeles
Location
Hermosa Beach, CA
Headquartered in Hermosa Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 910 Hermosa Ave
- Time zone
- PT (UTC-8)
- Office locations
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