EPOCH INVESTMENT PARTNERS, INC.
Latest filing: Jan 28, 2025 (128 days ago)
AUM
$33,053,394,488
-4% change vs. 1 year ago
-2% change vs. 3 years ago
-3% change vs. 5 years ago
-24% change vs. 10 years ago
Employee Count
177
0% change vs. 1 year ago
-26% change vs. 3 years ago
53% change vs. 5 years ago
92% change vs. 10 years ago
Main Office
NEW YORK, NY
1 VANDERBILT AVENUE, NEW YORK, NY, UNITED STATES, 10017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $33.1 |
| Non-Discretionary | $0.0 |
| Total | $33.1 |
| Client | AUM |
|---|---|
| Retail | $1.9 |
| Pooled | $23.4 |
| Institutional | $7.7 |
| Total | $33.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 664 | $1.9 |
| Average HNW AUM | $2,926,600 | |
| Retail Total | 664 | $1.9 |
| Average Retail AUM | $2,926,600 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CIBC MELLON | TORONTO--CAN | $13.5 |
| STATE STREET | BOSTON-MA-USA | $5.4 |
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $3.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $9.7 |
| Retail SMA AUM | $1.9 |
| Institutional SMA AUM | $7.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 83% | $8.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 12% | $1.2 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.5 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $9.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | $6.5 | broker-dealer | 164484 |
| TD ASSET MANAGEMENT INC. | $0.0 | - | |
| TD WATERHOUSE CANADA INC. | $0.0 | broker-dealer | - |
| TD SECURITIES (USA) LLC | $0.0 | broker-dealer | 18476 |
| EPOCH INVESTMENT PARTNERS UK, LTD | $0.0 | - | |
| TD SECURITIES INC. | $0.0 | broker-dealer | - |
| TD SECURITIES AUTOMATED TRADING LLC | $0.0 | broker-dealer | 154838 |
| TD BANK N.A. | $0.0 | - | |
| TD WATERHOUSE PRIVATE INVESTMENT COUNSEL INC. | $0.0 | - | |
| TD PRIME SERVICES LLC | $0.0 | broker-dealer | 1914 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| BARNETT, DAVID, ANDREW | CHIEF COMPLIANCE OFFICER |
| BOOTH, WILLIAM, JAMES | CO-CHIEF INVESTMENT OFFICER |
| WELHOELTER, MICHAEL | PRESIDENT, CO-CHIEF INVESTMENT OFFICER, CHIEF RISK OFFICER |
| COOPER, BRUCE | CHIEF EXECUTIVE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY TAUSSIG | NEW YORK | NY | S63|1995-06-29|S65|1995-06-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $33.1 | $0.0 | 0% | 177 | 0 | 0% |
| 2025-04-21 | $33.1 | $0.0 | 0% | 177 | 0 | 0% |
| 2024-04-02 | $34.3 | -$1.2 | -4% | 177 | 0 | 0% |
| 2023-04-04 | $27.5 | $5.5 | 20% | 226 | -49 | -22% |
| 2022-04-01 | $33.7 | -$0.7 | -2% | 239 | -62 | -26% |
| 2021-04-05 | $31.5 | $1.6 | 5% | 116 | 61 | 53% |
| 2020-04-01 | $34.2 | -$1.2 | -3% | 116 | 61 | 53% |
| 2019-04-01 | $35.5 | -$2.5 | -7% | 120 | 57 | 48% |
| 2018-04-02 | $49.5 | -$16.4 | -33% | 115 | 62 | 54% |
| 2017-04-01 | $42.1 | -$9.1 | -21% | 104 | 73 | 70% |
| 2016-04-01 | $41.9 | -$8.9 | -21% | 101 | 76 | 75% |
| 2015-04-01 | $43.6 | -$10.6 | -24% | 92 | 85 | 92% |
| 2014-04-01 | $38.4 | -$5.4 | -14% | 78 | 99 | 127% |
| 2013-04-01 | $24.0 | $9.1 | 38% | 67 | 110 | 164% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AK-01/28/2022, AL-01/28/2022, AR-01/28/2022, AZ-01/28/2022, CA-10/19/2004, CO-01/28/2022, CT-01/28/2022, DC-01/28/2022, DE-01/22/2008, FL-01/28/2022, GA-01/28/2022, HI-01/28/2022, IA-01/28/2022, ID-01/28/2022, IL-02/06/2018, IN-01/28/2022, KS-01/28/2022, KY-01/28/2022, LA-01/28/2022, MA-01/28/2022, MD-01/28/2022, ME-01/28/2022, MI-01/28/2022, MN-01/28/2022, MO-01/28/2022, MS-01/28/2022, MT-01/28/2022, NC-01/28/2022, ND-01/28/2022, NE-01/28/2022, NH-01/28/2022, NJ-02/08/2022, NM-01/28/2022, NV-01/28/2022, NY-05/11/2004, OH-01/28/2022, OK-01/28/2022, OR-01/28/2022, PA-10/19/2004, RI-01/28/2022, SC-01/28/2022, SD-01/28/2022, TN-01/28/2022, TX-01/15/2008, UT-01/28/2022, VA-04/23/2013, VT-01/28/2022, WA-01/28/2022, WI-01/28/2022, WV-01/28/2022, WY-01/28/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV