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Type	Result	AUM ($B)

EP Income Access Fund
Firm	EP Wealth Advisors LLC ✚
Fund #	805-4751726165
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	PPB Capital Partners
Custodian	TD Bank
Auditor	Deloitte and Touche LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Genesis Asset Management Group Inc ✚		0.1
CLPF LLC ✚		0.1
KDM Capital LLC ✚		0.1
The Rikoon Group LLC ✚		0.1
Lingo Investments LLC ✚		0.1
Castle Rock Investment Company ✚		0.1
Sound Advisory LLC ✚		0.1
Monk Stanley Earl ✚		0.1
Komorebi Global LLC ✚		0.1
Wimer Investment Management LLC ✚		0.1

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