Epoch Capital, US
Firm details
- Headquarters
- New York, New York
- CRD number
- 315254
- Registered since
- July 14, 2021
- Website
- epoch.capital
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Epoch Capital, US is a limited liability company that operates as a hedge fund manager and commodity/CTA operator. The firm is registered with the SEC (registered in 2021) and focuses on portfolio management for pooled investment vehicles, serving primarily institutional clients. Ownership is described as a mix of a foreign entity and an individual. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. Epoch Capital functions as a sponsor and managing member of pooled vehicles (GP/managing member), and it does not position itself as a capital allocator. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Michael Humphreys
Founder and CEOCRD 7394381
Ian Mcdonald
CROCRD 2830680
Tom Davies
CEOCRD 8288872
Contacts
1 of 1Stuart Hirschman
Director of FinanceCRD 4963409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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