Epoch Capital, US

RIASEC Registered
Total AUM
$979M
Discretionary
$979M
100% of AUM
Avg account
$140M
Accounts
7
Employees
12
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 that also functions in commodity pool/CTA capacities. The firm is registered with the SEC (registered in 2021) and focuses on portfolio management for pooled investment vehicles. Its client base is institutional, and it charges a mix of asset-based fees and performance fees. Ownership is listed as a combination of a foreign entity and individual ownership. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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