EPOCH CONSULTING GROUP
CRD #132757 SEC #801-63518 SANTA ROSA, CA 707-524-5800
SEC Registered
Total AUM
$790M
Discretionary
$0
Employees
2
Clients
--
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $790M | $0 | $790M | 2 | 0 |
| Jun 2020 | $674.8M | $0 | $674.8M | 2 | 0 |
| Mar 2020 | $674.8M | $0 | $674.8M | 2 | 0 |
| Sep 2019 | $544.1M | $0 | $544.1M | 2 | 0 |
| Mar 2019 | $544.1M | $0 | $544.1M | 2 | 0 |
| Mar 2018 | $546.6M | $0 | $546.6M | 2 | 0 |
| Mar 2017 | $416.1M | $0 | $416.1M | 2 | 26 |
| Apr 2016 | $380.3M | $0 | $380.3M | 2 | 26 |
| Mar 2015 | $362.9M | $0 | $362.9M | 2 | 26 |
| Jan 2015 | $321.6M | $0 | $321.6M | 1 | 26 |
| Sep 2014 | $321.6M | $0 | $321.6M | 1 | 26 |
| Jul 2014 | $321.6M | $0 | $321.6M | 1 | 26 |
| Mar 2014 | $321.6M | $0 | $321.6M | 1 | 26 |
| Mar 2013 | $271.3M | $1.3M | $270M | 1 | 26 |
| Apr 2012 | $372M | $1M | $371M | 1 | 26 |
| Mar 2012 | $372M | $0 | $372M | 1 | 26 |
| Mar 2011 | $330.7M | $1.3M | $329.4M | 5 | -- |
| Mar 2010 | $232.3M | $0 | $232.3M | 5 | -- |
| Feb 2010 | $171.8M | $336K | $171.5M | 5 | -- |
| May 2009 | $171.8M | $336K | $171.5M | 5 | -- |
| Mar 2009 | $171.8M | $336K | $171.5M | 5 | -- |
| Mar 2007 | $191.3M | $28.5M | $162.8M | 5 | -- |
| Mar 2006 | $189.3M | $11.4M | $177.9M | 5 | -- |
| Mar 2006 | $25M | $1M | $24M | 5 | -- |
| Sep 2005 | $25M | $1M | $24M | 5 | -- |
| Feb 2005 | $25M | $1M | $24M | 5 | -- |
DateMar 2021
Total AUM$790M
Discretionary$0
Non-Disc.$790M
Employees2
Clients0
DateJun 2020
Total AUM$674.8M
Discretionary$0
Non-Disc.$674.8M
Employees2
Clients0
DateMar 2020
Total AUM$674.8M
Discretionary$0
Non-Disc.$674.8M
Employees2
Clients0
DateSep 2019
Total AUM$544.1M
Discretionary$0
Non-Disc.$544.1M
Employees2
Clients0
DateMar 2019
Total AUM$544.1M
Discretionary$0
Non-Disc.$544.1M
Employees2
Clients0
DateMar 2018
Total AUM$546.6M
Discretionary$0
Non-Disc.$546.6M
Employees2
Clients0
DateMar 2017
Total AUM$416.1M
Discretionary$0
Non-Disc.$416.1M
Employees2
Clients26
DateApr 2016
Total AUM$380.3M
Discretionary$0
Non-Disc.$380.3M
Employees2
Clients26
DateMar 2015
Total AUM$362.9M
Discretionary$0
Non-Disc.$362.9M
Employees2
Clients26
DateJan 2015
Total AUM$321.6M
Discretionary$0
Non-Disc.$321.6M
Employees1
Clients26
DateSep 2014
Total AUM$321.6M
Discretionary$0
Non-Disc.$321.6M
Employees1
Clients26
DateJul 2014
Total AUM$321.6M
Discretionary$0
Non-Disc.$321.6M
Employees1
Clients26
DateMar 2014
Total AUM$321.6M
Discretionary$0
Non-Disc.$321.6M
Employees1
Clients26
DateMar 2013
Total AUM$271.3M
Discretionary$1.3M
Non-Disc.$270M
Employees1
Clients26
DateApr 2012
Total AUM$372M
Discretionary$1M
Non-Disc.$371M
Employees1
Clients26
DateMar 2012
Total AUM$372M
Discretionary$0
Non-Disc.$372M
Employees1
Clients26
DateMar 2011
Total AUM$330.7M
Discretionary$1.3M
Non-Disc.$329.4M
Employees5
Clients--
DateMar 2010
Total AUM$232.3M
Discretionary$0
Non-Disc.$232.3M
Employees5
Clients--
DateFeb 2010
Total AUM$171.8M
Discretionary$336K
Non-Disc.$171.5M
Employees5
Clients--
DateMay 2009
Total AUM$171.8M
Discretionary$336K
Non-Disc.$171.5M
Employees5
Clients--
DateMar 2009
Total AUM$171.8M
Discretionary$336K
Non-Disc.$171.5M
Employees5
Clients--
DateMar 2007
Total AUM$191.3M
Discretionary$28.5M
Non-Disc.$162.8M
Employees5
Clients--
DateMar 2006
Total AUM$189.3M
Discretionary$11.4M
Non-Disc.$177.9M
Employees5
Clients--
DateMar 2006
Total AUM$25M
Discretionary$1M
Non-Disc.$24M
Employees5
Clients--
DateSep 2005
Total AUM$25M
Discretionary$1M
Non-Disc.$24M
Employees5
Clients--
DateFeb 2005
Total AUM$25M
Discretionary$1M
Non-Disc.$24M
Employees5
Clients--