Epoch Capital, US, LLC
● SEC registered since 2021CRD 315254SEC# 801-121742New York, NY
Ranks #3,029 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$978.5M
Fund GAV
$898.7M
Private funds
2
Employees
12
Accounts
7
Location
New York, NY
Epoch Capital, US, LLC assets under management
Epoch Capital, US, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $978.5 million in regulatory assets under management and employs 12 people. Epoch Capital, US, LLC manages 2 private funds with combined gross assets of $898.7 million, including Epoch Capital Master Fund SPC - Global Proprietary Mft Master Sp. By regulatory assets, it ranks 3,029 of 5,980 private fund managers.
Epoch Capital, US, LLC private funds
2 funds · $898.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Epoch Capital Master Fund SPC - Global Proprietary Mft Master Sp | Hedge | $755.2M | $100K |
| Epoch Capital Master Fund SPC - Atlas Fund Master Sp | Hedge | $143.6M | $100K |
Epoch Capital, US, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Alan McDonald Control | Cio | Under 5% | 2023 |
| Michael John Humphreys Control | President | Under 5% | 2021 |
| Stuart L Hirschman Control | Finance Director | Under 5% | 2022 |
| The Epoch Holding Group Pty Ltd Control | Owner | Over 75% | 2021 |
| Tom Davies Control | Chief Compliance Officer | Under 5% | 2026 |
| Metafutures Investment Trust Control | Owner | 50-75% | 2021 |
| Metafutures Pty Ltd Control | Trustee | — | 2021 |
| Michael John Humphreys Control | Appointer | Over 75% | 2021 |
Frequently asked questions
How much does Epoch Capital, US, LLC manage?
Epoch Capital, US, LLC reports $978.5 million in regulatory assets under management on its Form ADV.
How many private funds does Epoch Capital, US, LLC manage?
Epoch Capital, US, LLC manages 2 private funds with combined gross assets of $898.7 million.
How many employees does Epoch Capital, US, LLC have?
Epoch Capital, US, LLC reports 12 employees.
Where is Epoch Capital, US, LLC located?
Epoch Capital, US, LLC is based in New York, NY and has been SEC-registered since 2021.
Does Epoch Capital, US, LLC disclose fund performance?
Epoch Capital, US, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One World Trade Center, Suite 46d, New York, NY 10007 |
| Phone | 347-754-4874 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$978.5M▲ 167%
Sep '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
AUM vs fund managersTop 51%
Larger than 49% of 5,980 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$978.5Mregulatory AUM
Discretionary $978.5M
Service providers
Auditor
Prime broker
Custodian
Administrator