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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 Oct 1, 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
- Website
- http://TDGIS.COM
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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 176 | 137 | decreased by39 |
| Feb 1, 2026 | Employees | 177 | 176 | decreased by1 |
| Feb 1, 2026 | Clients | 741 | 757 | increased by16 |
| Feb 1, 2026 | AUM | $33,053,394,488 | $29,729,928,032 | decreased by$3,323,466,456 |
| Feb 1, 2026 | Accounts | 774 | 757 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 239 | 177 | decreased by62 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 527 | 741 | increased by214 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $33,730,429,585 | $33,053,394,488 | decreased by$677,035,097 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 696 | 774 | increased by78 |
| Feb 1, 2022 | Employees | 116 | 239 | increased by123 |
| Feb 1, 2022 | Clients | 310 | 527 | increased by217 |
| Feb 1, 2022 | AUM | $31,495,752,739 | $33,730,429,585 | increased by$2,234,676,846 |
| Feb 1, 2022 | Accounts | 310 | 696 | increased by386 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EPOCH INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EPOCH INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.