Epoch Investment Partners

Asset Manager SEC-registered adviser

Legal name: Epoch Investment Partners, Inc.

New York, NY Website X

AUM

$29.7B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$17.9M
Gross asset value

Employees

137

Last Form D raise

Jan 2025
Most recent fund filing

From SEC Form ADV filing (filed Jul 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

D
David Sykes
Chief Executive Officer
Source: SEC Form ADV
W
William Booth
Chief Investment Officer & Regional Head
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Aeon Global Equity Shareholder Yield Fund, LLCOther$17.9M$15.2M3Jan 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
131556
SEC file number
801-63118

Sources