EPOCH INVESTMENT PARTNERS, INC.
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EPOCH INVESTMENT PARTNERS, INC.
(CRD# 131556)
is an SEC-Registered Investment Advisor (RIA), headquartered in
New York, NY.
The SEC approved the firm to operate as an RIA in
May 2004.
In
Jan 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$35.5 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
41%
of RAUM.
Non-US investors represent
48%
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EPOCH INVESTMENT PARTNERS, INC.
also reported in
Jan 2019
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120
employees,
with
53
performing advisory functions.
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A total of 2 office locations.
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Registration with one or more foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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EPOCH INVESTMENT PARTNERS, INC. has one or more disclosure events currently on file with the SEC.
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EPOCH INVESTMENT PARTNERS, INC. has Notice Filings with the following State Securities Authorities: CA-Oct 2004, DE-Jan 2008, IL-Feb 2018, MD-Feb 2010, MI-Feb 2010
, NJ-Dec 2004, NY-May 2004, PA-Oct 2004, TX-Jan 2008, VA-Apr 2013
, VI-Feb 2010
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