Epoch Capital, US

RIASEC RegisteredEst. 2021
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$61M
Accounts
6
Employees
18
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
315254
Registered since
July 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

3 of 3
  • Tom Davies

    CEOCRD 8288872

  • Michael Humphreys

    Michael Humphreys

    Founder and CEOCRD 7394381

  • Ian Mcdonald

    CROCRD 2830680

Contacts

1 of 1
  • Stuart Hirschman

    Director of FinanceCRD 4963409

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth