Epoch Investment Partners, Inc.
● SEC registered since 2004CRD 131556SEC# 801-63118New York, NY
Ranks #424 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$29.73B
Fund GAV
$17.9M
Private funds
1
Employees
137
Accounts
757
Location
New York, NY
Epoch Investment Partners, Inc. assets under management
Epoch Investment Partners, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2004. It reports $29.7 billion in regulatory assets under management and employs 137 people. Epoch Investment Partners, Inc. manages 1 private fund with combined gross assets of $17.9 million, including Aeon Global Equity Shareholder Yield Fund, LLC. By regulatory assets, it ranks 424 of 6,004 private fund managers.
Epoch Investment Partners, Inc. private funds
1 funds · $17.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aeon Global Equity Shareholder Yield Fund, LLC | Other Private | $17.9M | $5M |
Epoch Investment Partners, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Andrew Barnett Control | Chief Compliance Officer | Under 5% | 2010 |
| David Charles Albert Sykes Control | Chief Executive Officer | Under 5% | 2026 |
| Maryanne Sharkey Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Epoch Investment Partners, Inc. manage?
Epoch Investment Partners, Inc. reports $29.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Epoch Investment Partners, Inc. manage?
Epoch Investment Partners, Inc. manages 1 private funds with combined gross assets of $17.9 million.
How many employees does Epoch Investment Partners, Inc. have?
Epoch Investment Partners, Inc. reports 137 employees.
Where is Epoch Investment Partners, Inc. located?
Epoch Investment Partners, Inc. is based in New York, NY and has been SEC-registered since 2004.
Does Epoch Investment Partners, Inc. disclose fund performance?
Epoch Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Vanderbilt Avenue, 23rd Floor, New York, NY 10017 |
| Phone | 212-303-7200 |
| Fax | 212-202-4948 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$29.73B▼ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$29.73Bregulatory AUM
Discretionary $29.73B