Epoch Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated January 29, 2026, reports $29.7B in regulatory assets under management, 176 employees, 2 offices, and 757 accounts.
Assets Under Management
$29.7B
Employees
176
Offices
2 offices
Total Clients
757
Primary office
NEW YORK, NY
1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.1% of total clients.
Top client categories% of clientsClients
1
HNWI
91.1%
690
2
Pooled Investment Vehicles
3.2%
24
3
Pension Plans
2.2%
17
4
Corporations
1.3%
10
5
Investment Cos.
1.2%
9
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.7Bas of January 29, 2026
Discretionary100.0%
$29.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$29.7B
Total Accounts757
10Y AUM Change$-12.4B (-29.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees176
Clients per Employee4:1
10Y Employee Change+72 (+69.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.