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 corporate registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across retail and pooled vehicle structures. Its advisory scope includes management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. Fee arrangements include asset-based fees, fixed fees and performance-linked fees, reflecting a mix of traditional and incentive-based compensation. The firm identifies as an active ESG investor and maintains industry relationships that extend to broker-dealers, banking and trust institutions, insurance companies, pension consulting roles, and sponsorship or GP responsibilities for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities83%
US Government Bonds12%
Investment Grade Corp Bonds5%

Owners & executives

3 of 3

DAVID BARNETT
Managing Director, Managing Attorney and Chief Compliance OfficerCRD 2323454
BRUCE COOPER
Chief Executive OfficerCRD 6609064
TIMOTHY TAUSSIG
President and Chief Operating OfficerCRD 1194552