{"url":"https://nivawealth.com/firms/epoch-investment-partners-131556","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131556","regulatoryAum":29729928032,"crd":"131556","secFileNumber":"801-63118","legalName":"Epoch Investment Partners, Inc.","displayName":"Epoch Investment Partners","website":null,"linkedinUrl":"http://www.LINKEDIN.COM/COMPANY/EPOCHINVEST","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"October","headquarters":{"street":"1 Vanderbilt Avenue, 23rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":["TD Asset Management","TD Epoch","TD Global Investment Solutions (\"tdgis\")"],"registration":{"secApproved":"11 May 2004","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":137,"advisory":91,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":29729928032,"discretionaryAccounts":757,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":1892256175,"nonUsClientsPct":63,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":690,"regulatoryAum":1892256175},{"label":"Banking or thrift institutions","clients":1,"regulatoryAum":1701958739},{"label":"Investment companies","clients":9,"regulatoryAum":8728445067},{"label":"Pooled investment vehicles","clients":24,"regulatoryAum":12464826766},{"label":"Pension and profit-sharing plans","clients":17,"regulatoryAum":3971574228},{"label":"State or municipal government entities","clients":2,"regulatoryAum":166194504},{"label":"Insurance companies","clients":4,"regulatoryAum":227708098},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":576964455}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":3853946564},{"name":"CIBC Mellon","shortName":"CIBC Mellon","location":"Toronto","smaAssets":13452242738},{"name":"State Street","shortName":"State Street","location":"Boston, MA","smaAssets":4521765481},{"name":"JP Morgan","shortName":"J.P. 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They include 690 high-net-worth individuals, 24 pooled investment vehicles and 17 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Epoch Investment Partners offer?","answer":"Epoch Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Epoch Investment Partners use?","answer":"Epoch Investment Partners’ separately managed account assets are held at CIBC Mellon (Toronto), with $13,452,242,738, JP Morgan (New York, NY), with $5,627,000,789, State Street (Boston, MA), with $4,521,765,481 and The Bank of New York Mellon (New York, NY), with $3,853,946,564. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Epoch Investment Partners have?","answer":"Epoch Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 137 employees, and 91 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Epoch Investment Partners invest in?","answer":"At the end of its last fiscal year, Epoch Investment Partners’ separately managed accounts held 83% exchange-traded equities, 12% U.S. government and agency bonds and 5% investment grade corporate bonds. 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