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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Michael Humphreys

    Michael Humphreys

    Founder and CEOCRD 7394381

  • Ian Mcdonald

    CROCRD 2830680

  • Tom Davies

    CEOCRD 8288872

Contacts

1 of 1
  • Stuart Hirschman

    Director of FinanceCRD 4963409

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth