EPOCH INVESTMENT PARTNERS, INC.
CRD #131556 SEC #801-63118 NEW YORK, NY 212-303-7200
SEC Registered Private Funds Disclosures
Total AUM
$33.1B
Discretionary
$33.1B
Employees
177
Clients
--
Accounts
774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $33.1B | $33.1B | $0 | 177 | 0 |
| Jan 2025 | $33.1B | $33.1B | $0 | 177 | 0 |
| Nov 2024 | $34.3B | $34.3B | $0 | 177 | 559 |
| Oct 2024 | $34.3B | $34.3B | $0 | 177 | 559 |
| Aug 2024 | $34.3B | $34.3B | $0 | 177 | 559 |
| Jan 2024 | $34.3B | $34.3B | $0 | 177 | 559 |
| Dec 2023 | $27.5B | $27.5B | $0 | 226 | 29 |
| Nov 2023 | $27.5B | $27.5B | $0 | 226 | 29 |
| Jun 2023 | $27.5B | $27.5B | $0 | 226 | 29 |
| Jan 2023 | $27.5B | $27.5B | $0 | 226 | 29 |
| Nov 2022 | $33.7B | $33.7B | $0 | 239 | 23 |
| Apr 2022 | $33.7B | $33.7B | $0 | 239 | 23 |
| Jan 2022 | $33.7B | $33.7B | $0 | 239 | 23 |
| Jul 2021 | $31.5B | $31.5B | $0 | 116 | 25 |
| Jan 2021 | $31.5B | $31.5B | $0 | 116 | 25 |
| Jun 2020 | $34.2B | $34.2B | $0 | 116 | 26 |
| Apr 2020 | $34.2B | $34.2B | $0 | 116 | 26 |
| Jan 2020 | $34.2B | $34.2B | $0 | 116 | 26 |
| Jan 2019 | $35.5B | $35.5B | $0 | 120 | 27 |
| Aug 2018 | $49.5B | $49.5B | $0 | 115 | 26 |
| Feb 2018 | $49.5B | $49.5B | $0 | 115 | 26 |
| Jan 2018 | $49.5B | $49.5B | $0 | 115 | 26 |
| Jan 2017 | $42.1B | $42.1B | $0 | 104 | 600 |
| Feb 2016 | $41.9B | $41.9B | $0 | 101 | 800 |
| Jan 2016 | $41.9B | $41.9B | $0 | 101 | 800 |
| Jan 2015 | $43.6B | $43.6B | $0 | 92 | 1,800 |
| Feb 2014 | $38.4B | $38.4B | $0 | 78 | 1,600 |
| Jan 2014 | $38.4B | $38.4B | $0 | 78 | 1,600 |
| Nov 2013 | $34.6B | $34.6B | $0 | 78 | 1,500 |
| Oct 2013 | $32.9B | $32.9B | $0 | 70 | 1,500 |
| Sep 2013 | $32.9B | $32.9B | $0 | 70 | 1,500 |
| Apr 2013 | $27.1B | $27.1B | $0 | 66 | 1,800 |
| Mar 2013 | $24B | $24B | $0 | 67 | 2,200 |
| Jan 2013 | $24B | $24B | $0 | 67 | 2,200 |
| Sep 2012 | $24B | $24B | $0 | 51 | 2,200 |
| Jul 2012 | $21.4B | $21.4B | $0 | 51 | 200 |
| Mar 2012 | $21.4B | $21.4B | $0 | 51 | 200 |
| Jan 2011 | $14.3B | $14.3B | $0 | 51 | -- |
| Dec 2010 | $11.3B | $11.3B | $0 | 51 | -- |
| Sep 2010 | $11.3B | $11.3B | $0 | 51 | -- |
| Jul 2010 | $11.3B | $11.3B | $0 | -- | -- |
| Apr 2010 | $12.6B | $12.6B | $0 | -- | -- |
| Oct 2009 | $9.8B | $9.8B | $0 | -- | -- |
| Jan 2008 | $6.4B | $6.4B | $0 | -- | -- |
| Oct 2007 | $6.4B | $6.4B | $0 | -- | -- |
| Apr 2007 | $5.4B | $5.4B | $0 | -- | -- |
| Mar 2007 | $4.4B | $4.4B | $0 | -- | -- |
| Nov 2005 | $1.4B | $1.4B | $1.2M | -- | -- |
| Sep 2005 | $1.4B | $1.4B | $1.2M | -- | -- |
| May 2005 | $1.2B | $1.2B | $2.8M | -- | -- |
| May 2005 | $1.3B | $1.3B | $2.8M | -- | -- |
DateOct 2025
Total AUM$33.1B
Discretionary$33.1B
Non-Disc.$0
Employees177
Clients0
DateJan 2025
Total AUM$33.1B
Discretionary$33.1B
Non-Disc.$0
Employees177
Clients0
DateNov 2024
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees177
Clients559
DateOct 2024
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees177
Clients559
DateAug 2024
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees177
Clients559
DateJan 2024
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees177
Clients559
DateDec 2023
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees226
Clients29
DateNov 2023
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees226
Clients29
DateJun 2023
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees226
Clients29
DateJan 2023
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees226
Clients29
DateNov 2022
Total AUM$33.7B
Discretionary$33.7B
Non-Disc.$0
Employees239
Clients23
DateApr 2022
Total AUM$33.7B
Discretionary$33.7B
Non-Disc.$0
Employees239
Clients23
DateJan 2022
Total AUM$33.7B
Discretionary$33.7B
Non-Disc.$0
Employees239
Clients23
DateJul 2021
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$0
Employees116
Clients25
DateJan 2021
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$0
Employees116
Clients25
DateJun 2020
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees116
Clients26
DateApr 2020
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees116
Clients26
DateJan 2020
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees116
Clients26
DateJan 2019
Total AUM$35.5B
Discretionary$35.5B
Non-Disc.$0
Employees120
Clients27
DateAug 2018
Total AUM$49.5B
Discretionary$49.5B
Non-Disc.$0
Employees115
Clients26
DateFeb 2018
Total AUM$49.5B
Discretionary$49.5B
Non-Disc.$0
Employees115
Clients26
DateJan 2018
Total AUM$49.5B
Discretionary$49.5B
Non-Disc.$0
Employees115
Clients26
DateJan 2017
Total AUM$42.1B
Discretionary$42.1B
Non-Disc.$0
Employees104
Clients600
DateFeb 2016
Total AUM$41.9B
Discretionary$41.9B
Non-Disc.$0
Employees101
Clients800
DateJan 2016
Total AUM$41.9B
Discretionary$41.9B
Non-Disc.$0
Employees101
Clients800
DateJan 2015
Total AUM$43.6B
Discretionary$43.6B
Non-Disc.$0
Employees92
Clients1,800
DateFeb 2014
Total AUM$38.4B
Discretionary$38.4B
Non-Disc.$0
Employees78
Clients1,600
DateJan 2014
Total AUM$38.4B
Discretionary$38.4B
Non-Disc.$0
Employees78
Clients1,600
DateNov 2013
Total AUM$34.6B
Discretionary$34.6B
Non-Disc.$0
Employees78
Clients1,500
DateOct 2013
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees70
Clients1,500
DateSep 2013
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees70
Clients1,500
DateApr 2013
Total AUM$27.1B
Discretionary$27.1B
Non-Disc.$0
Employees66
Clients1,800
DateMar 2013
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees67
Clients2,200
DateJan 2013
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees67
Clients2,200
DateSep 2012
Total AUM$24B
Discretionary$24B
Non-Disc.$0
Employees51
Clients2,200
DateJul 2012
Total AUM$21.4B
Discretionary$21.4B
Non-Disc.$0
Employees51
Clients200
DateMar 2012
Total AUM$21.4B
Discretionary$21.4B
Non-Disc.$0
Employees51
Clients200
DateJan 2011
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees51
Clients--
DateDec 2010
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$12.6B
Discretionary$12.6B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.2M
Employees--
Clients--
DateSep 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.2M
Employees--
Clients--
DateMay 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.8M
Employees--
Clients--
DateMay 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.8M
Employees--
Clients--