EPFC CAPITAL PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$664M
Accounts
3
Employees
15
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307803
Registered since
August 4, 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

Epfc Capital Partners is an SEC-registered investment adviser organized as a limited liability company that began registration in 2021. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. Its ownership is listed as individual, and it does not present itself as a capital allocator or a pension consultant. Compensation is a combination of a percentage-of-AUM fee and performance-based fees. The firm is not described as an active ESG investor and is not designated as a multi-state adviser or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • GEORGY IVANYAN

    PARTNER & CHIEF EXECUTIVE OFFICERCRD 7236694

Contacts

1 of 1
  • ANATOLY NAKUM

    Partner, Head of Portfolio ManagementCRD 3005951

Wealth teams

FINTRX

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
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth