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Ep Income Access Fund

Other Private FundFund ID 805-4751726165Delaware, United States
Gross assets
$70.7M
Min. investment
$250K
Beneficial owners
75
Size rank
Top 48%
Audited
Yes
Structure
Standalone

About this fund

Ep Income Access Fund is a other private fund managed by Ep Wealth Advisors, LLC.. The fund reports $70.7 million in gross assets, placing it among the top 48% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4751726165
Fund typeOther Private Fund — FUND OF FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

None reported.

Frequently asked questions

How large is Ep Income Access Fund?

Ep Income Access Fund reports $70.7 million in gross assets, among the top 48% of private funds by size.

What is the minimum investment for Ep Income Access Fund?

The stated minimum investment is $250,000.

Who manages Ep Income Access Fund?

Ep Income Access Fund is managed by Ep Wealth Advisors, LLC.

Does Ep Income Access Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor