EPOCH CAPITAL, US

RIASEC RegisteredEst. 2021
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$61M
Accounts
6
Employees
18
Advisory reps
7

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, based in the United States, operates as a limited liability company and is classified as a hedge fund. Established in 2021, the firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees. While not an active ESG investor, Epoch Capital engages in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA), indicating a focus on trading and managing commodity-related investments.

Assets & Accounts

Public Holdings

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

3 of 6
  • GLENN MCLAUGHLIN

    Chief Investment OfficerCRD 5830510

  • Alex Sadowski

    CEOCRD 5458523

  • DARREN MAST

    Chief Operating OfficerCRD 5033663

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Contacts

1 of 1
  • LEE SHANNON

    CCOCRD 7394076

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth