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 organized as an LLC and operates as a hedge fund manager focused on institutional clients. The firm has been SEC-registered since 2021 and is owned by a combination of foreign and individual stakeholders. Its business model includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and advisory work centered on portfolio management for pooled investment vehicles. Fee arrangements combine a percentage of assets under management with performance-based compensation, consistent with hedge fund structures. The firm does not identify itself as an active ESG investor and is not presented as a multi-state adviser or pension consultant.
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
3 of 3Tom Davies
CEOCRD 8288872

Michael Humphreys
Founder and CEOCRD 7394381
Ian Mcdonald
CROCRD 2830680
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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