Epoch Investment Partners, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$29.7B

Discretionary

$29.7B

100% of AUM

Avg account

$39.3M

Accounts

757

Employees

137

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131556
Registered since: May 11, 2004
Website: www.eipny.com
Custodians: CIBC WORLD MARKETS CORP., J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles41.93%
Investment Companies29.36%
Pension & Profit Sharing Plans13.36%
HNWI6.36%
Banking / Thrift Institutions5.72%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Epoch Investment Partners, Inc. is a SEC-registered institutional RIA that advises both individual/family and institutional clients. The firm operates as a corporation and combines fee models that include a percentage of AUM, fixed fees, and performance-based fees. Its advisory services cover separately managed portfolios and pooled vehicles for individuals, small businesses, investment companies, institutions and other entities. Epoch identifies as an active ESG investor and reports affiliations across the financial services ecosystem, including broker-dealers, trust and banking organizations, insurance companies, and sponsors or managers of pooled investment vehicles. The firm is not characterized as a capital allocator.