| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aeon Global Absolute Return Fund, LLC | Hedge | $54.7M | $5M |
| Aeon Global Equity Shareholder Yield Fund, LLC | Other Private | $15.2M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Cooper Control | Chief Executive Officer | Under 5% | 2022 |
| David Andrew Barnett Control | Chief Compliance Officer | Under 5% | 2010 |
| Maryanne Sharkey Control | Chief Financial Officer | Under 5% | 2025 |
Epoch Investment Partners, Inc. reports $33.1 billion in regulatory assets under management on its Form ADV.
Epoch Investment Partners, Inc. manages 2 private funds with combined gross assets of $69.9 million.
Epoch Investment Partners, Inc. reports 177 employees.
Epoch Investment Partners, Inc. is based in New York, NY and has been SEC-registered since 2004.
Epoch Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $33.05B |
| Non-discretionary | $0 |
| Total (RAUM) | $33.05B |