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EPOCH CAPITAL, US

EPOCH CAPITAL, US, LLC

CRD 315254 · SEC 801-121742

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

ONE WORLD TRADE CENTER, SUITE 46D, NEW YORK, NY, 10007, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$366.1M

Discretionary AUM

$366.1M

Team

18 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$366.1M

Official SEC filing: View on IAPD