Epic Funds

RIASEC RegisteredEst. 2022
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$18.5M
Accounts
9
Employees
5
Advisory reps
4

Firm details

Headquarters
Manhattan Beach, California
CRD number
311425
Registered since
February 11, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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
  • James Hirschmann Iv

    James Hirschmann Iv

    Partner, CIOCRD 5816799

Contacts

3 of 3
  • Kevin Mccabe

    Kevin Mccabe

    PrincipalCRD 2048590

  • Charles Willhoit

    Charles Willhoit

    Principal & PresidentCRD 2773302

  • Michael Fitzpatrick

    Michael Fitzpatrick

    Managing PartnerCRD 7559835

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

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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