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EPOCH INVESTMENT PARTNERS, INC.
CRD 131556File 801-63118
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.73B
Top 10% of cohort (national)
Discretionary AUM
$29.73B
Clients
757
757 accounts
Employees
137
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 11, 2004
- Principal office
- 1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017
- Phone
- 212-303-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.73B
- Discretionary AUM
- $29.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 757
- Non-discretionary accounts
- 0
- Total accounts
- 757
- AUM per client
- $39.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $577.0M |
| Insurance companies | Fewer than 5 | $227.7M |
| Investment companies | 9 | $8.73B |
| High net worth individuals | 690 | $1.89B |
| Pooled investment vehicles | 24 | $12.46B |
| Banking or thrift institutions | Fewer than 5 | $1.70B |
| Pension and profit sharing plans | 17 | $3.97B |
| State or municipal government entities | Fewer than 5 | $166.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.