Epoch Investment Partners, INC.
New York, NY·SEC-registered · CRD #131556
Epoch Investment Partners, INC. is an SEC-registered investment advisory firm in New York, NY managing $30B across 757 client accounts, with 91 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
757
Advisory staff
91
Fee model
Fee-based
How Epoch Investment Partners, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Epoch Investment Partners, INC.
How much does Epoch Investment Partners, INC. manage?
Per its most recent SEC Form ADV filing (05/29/2026), Epoch Investment Partners, INC. reports $30B in regulatory assets under management across roughly 757 client accounts.
How does Epoch Investment Partners, INC. charge?
Epoch Investment Partners, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Epoch Investment Partners, INC. a fiduciary?
Yes. Epoch Investment Partners, INC. is registered with the U.S. Securities and Exchange Commission (CRD #131556), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Epoch Investment Partners, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Epoch Investment Partners, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Epoch Investment Partners, INC.'s public SEC Form ADV filing (CRD #131556, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Epoch Investment Partners, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Epoch Investment Partners, INC.? Claim this profile.