Partner & Chief Investment Officer · Epic Funds
James W. Hirschmann IV
CRD 5816799 · Named on Form ADV at one SEC-registered adviser
At a glance
Epic Funds, an SEC-registered private fund adviser based in Hermosa Beach, CA with $166 million in regulatory assets, lists James W. Hirschmann IV on its Form ADV as Partner & Chief Investment Officer, a control person.
Firms and roles
- Epic FundsPartner & Chief Investment OfficerPrivate fund adviser · Hermosa Beach, CA · $166M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles A. WillhoitPartner, Epic Funds
- Kevin M. McCabePartner, Epic Funds
- Michael S. FitzpatrickManaging Partner & Chief Compliance Officer, Epic Funds
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.