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| Epoch Investment Partners Inc
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| |
|---|---|
| CRD # | 131556 |
| SEC # | 801-63118 |
| CIK # | 0001305841 |
| AUM | $34.3 BB (2024-08-29) |
| Employees | 177 (75% Investors, 0% Brokers) |
| Phone | 212-303-7200 |
| Address | 1 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.6 | |
| AVGO | 201.3 | 0.6 | |
| META | 434.9 | 0.5 | |
| UNH | 477.0 | 0.4 | |
| JPM | 340.2 | 0.4 | |
| AAPL | 2,382.8 | 0.4 | |
| V | 419.3 | 0.3 | |
| AMAT | 82.7 | 0.3 | |
| GOOGL | 1,475.1 | 0.3 | |
| KLAC | 49.3 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | AEON US SMID Cap Value Fund LLC | 2022-01-28 | 17.2 | |
| HF | AEON Global Absolute Return Fund LLC | [2012-03-26] | 47.0 | 50.0 |
| Other | AEON Global Choice Fund LLC | [2012-03-26] | 2.0 | 156.3 |
| Other | AEON Global Equity Shareholder Yield Fund LLC | [2012-03-26] | 5.5 | 52.2 |
| Other | Epoch Global All-Cap Fund LLC | [2012-03-26] | 2.7 | 2.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 475 | 1.8 |
| (c) Banking or thrift institutions | 1 | 2.5 |
| (d) Investment companies | 12 | 11.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 39 | 13.7 |
| (g) Pension and profit sharing plans | 10 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 2.2 |
| (j) Other investment advisers | 2 | 0.4 |
| (k) Insurance companies | 5 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 34.3 |
| By Discretionary | ||
| Discretionary | 559 | 34.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 34.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.3 | |
| Total | 559 | 34.3 |
| Limited Partners | 2011 - 2024 |
|---|---|
| State Board of Administration of Florida | |
| Virginia Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Philipp Hensler | 11 | ||
| William Priest | 15 | ||
| David Pearl | 11 | ||
| Timothy Taussig | 11 | ||
| Epoch Investment Partners Inc | 9 | ||
| Bruce Cooper | 6 | ||
| Michael Welhoelter | 4 | ||
| Phil Clark | 4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001305841] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Hedge Fund Solutions LLC
✚
|
CT | 39.2 |
|
PNC Capital Advisors LLC
✚
|
MD | 37.7 |
|
Calamos Advisors LLC
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IL | 33.7 |
|
Eagle Asset Management Inc
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FL | 33.5 |
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Silvercrest Asset Management Group LLC
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NY | 33.3 |
|
Virtus Fixed Income Advisers LLC
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CT | 32.8 |
|
Hotchkis and Wiley Capital Management LLC
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CA | 31.3 |
|
Eagle Capital Management LLC
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|
LA | 29.1 |
|
Muzinich & Co Inc
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NY | 28.1 |
|
Diamond Hill Capital Management Inc
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|
OH | 27.4 |