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Asset manager · New York, NY

Epoch Investment Partners, Inc.

SEC-registered investment adviser · CRD 131556 · SEC 801-63118

At a glance

Epoch Investment Partners, Inc. is an SEC-registered investment adviser based in New York, New York, with $29.7 billion in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 690 individual clients. By Form ADV it is a asset manager, ranked 298th of 3,218 asset managers and 663rd of 17,210 SEC-registered advisers by assets.

Main office 212-303-7200LinkedInAs filed on Form ADV

Regulatory AUM
$30B
Rank among asset managers
#298 of 3,218
Rank among all SEC RIAs
#663 of 17,210
Rank in New York
#176 of 2,591
Individual clients
690
High-net-worth clients
690
Accounts
757
Discretionary
100% of AUM
Employees
137
Advisory staff
91
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

4 custodians

  1. CIBC Mellon$13B49%
  2. J.P. Morgan$5.6B20%
  3. State Street$4.5B16%
  4. BNY$3.9B14%

Other RIAs using CIBC MellonOther multi-custodian RIAs

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: TD Financial Products LLC, TD Private Client Wealth LLC, TD Securities (USA) LLC, TD Securities (japan) Co., LTD., TD Securities Inc., TD Waterhouse Canada Inc. and Toronto-Dominion (south East Asia) Limited.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles24$12B42%
Investment companies9$8.7B29%
Pension and profit sharing plans17$4.0B13%
High-net-worth individuals690$1.9B6%
Banking or thrift institutions1$1.7B6%
Corporations or other businesses10$577M2%
Insurance companies4$228M<1%
State or municipal government entities2$166M<1%

Private funds

Epoch Investment Partners, Inc. reports 1 private funds with $18M in gross assets: other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Epoch Investment Partners, Inc. answers yes to 9 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Epoch Investment Partners, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 376 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
4Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Epoch Investment Partners, Inc. manage?

Epoch Investment Partners, Inc. reports $29.7 billion in regulatory assets under management across 757 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 29, 2026.

What kind of firm is Epoch Investment Partners, Inc.?

Epoch Investment Partners, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Epoch Investment Partners, Inc.’s clients?

By assets, its largest client types are pooled investment vehicles ($12.5 billion, 24 clients); investment companies ($8.7 billion, 9 clients); pension and profit sharing plans ($4.0 billion, 17 clients).

Does Epoch Investment Partners, Inc. manage private funds?

Yes. It reports 1 private funds with $18 million in gross assets, including other private funds.

Does Epoch Investment Partners, Inc. have any disciplinary history?

Epoch Investment Partners, Inc. answers yes to 9 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Epoch Investment Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →