Epic Funds

RIASEC RegisteredEst. 2022
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$18.5M
Accounts
9
Employees
5
Advisory reps
4

Firm details

Headquarters
Hermosa Beach, California
CRD number
311425
Registered since
February 11, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Charles Willhoit

    Charles Willhoit

    Chief Executive OfficerCRD 2773302

  • James Hirschmann Iv

    James Hirschmann Iv

    Partner, CIOCRD 5816799

Contacts

2 of 2
  • Kevin Mccabe

    Kevin Mccabe

    PartnerCRD 2048590

  • Michael Fitzpatrick

    Michael Fitzpatrick

    Managing PartnerCRD 7559835

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth