Epic Funds
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 311425
- Registered since
- February 11, 2022
- Website
- www.epic-funds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Epic Funds is organized as a limited liability company that registered with the SEC in 2022 and positions itself as a private equity fund sponsor and manager for institutional investors. Its primary advisory activity is portfolio management for pooled investment vehicles; the firm also serves as sponsor, general partner and managing member of those vehicles rather than acting as a traditional capital allocator. Compensation includes both a percentage-of-AUM component and performance-based fees. Epic Funds does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Hirschmann Iv
Partner, CIOCRD 5816799
Contacts
3 of 3
Kevin Mccabe
PrincipalCRD 2048590

Charles Willhoit
Principal & PresidentCRD 2773302

Michael Fitzpatrick
Managing PartnerCRD 7559835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1112 Ocean Dr
- Time zone
- PT (UTC-8)
- Office locations
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