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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Epoch Investment Partners, Inc.

$29.7B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($3.29B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Equity, Real Estate, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
32
5 Open Source Trails Below
Sum of Disclosed Rows
$3.29B
Total AUM: $29.7B
Median Disclosed Amount
$111.5M
Range: $15.0M – $218.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Epoch Investment Partners, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Providence Strat Growth VAdviser 7.B Vehicle Growth Equity 2025
$111.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JFL Equity Investors VI, L.P.Adviser 7.B Vehicle Private Equity 2025
$218.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BC Partners XI GE 2 LPAdviser 7.B Vehicle Buyout 2025
$205.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICG Strategic Secondaries Programme VIAdviser 7.B Vehicle Secondaries 2025
$190.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Landmark Re Sec VIII Real Estate Secondaries VIIIAdviser 7.B Vehicle Secondaries 2025
$180.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Epoch Investment Partners, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Epoch Investment Partners, Inc. (OCIO / Wealth RIA, $29.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.7% Actual; $683.8M Unallocated Target Bandwidth). SEC Form ADV (801-63118, CRD #131556) verified $29.73B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Epoch Investment Partners, Inc.

645 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Epoch Investment Partners, Inc. (31 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Garcia Hamilton & Associates

OCIO / Wealth RIA Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence EQ VIII (2023 Vintage)
Epoch Investment Partners, Inc.: $139.5M · SEC Form ADV 7.B
Garcia Hamilton & Associates: $75.5M · SEC Form ADV 7.B

Additional shared vehicles: Primary Venture Partners IV, L.P. (2023 Vintage) · Primary Select III, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Venture Partners IV, L.P. (2023 Vintage)
Epoch Investment Partners, Inc.: $120.0M · SEC Form ADV 7.B
Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account: $48.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Primary Select III, L.P. (2023 Vintage) · Project Quail Opportunities, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Select III, L.P. (2023 Vintage)
Epoch Investment Partners, Inc.: $119.5M · SEC Form ADV 7.B
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $21.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Providence EQ VIII (2023 Vintage) · Primary Venture Partners IV, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+642 Additional Institutional LPs Report Shared Vehicles with Epoch Investment Partners, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 32 total tracked records for Epoch Investment Partners, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (645 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Epoch Investment Partners, Inc.

Buyout LPs →Growth Equity LPs →Private Equity LPs →Real Estate LPs →Venture Capital LPs →

Frequently Asked Questions: Epoch Investment Partners, Inc.

What type of institutional allocator is Epoch Investment Partners, Inc. and what is their typical disclosed ticket size?

Epoch Investment Partners, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 32 historical disclosure records tracked on Prilago ($3.29B total parsed USD across disclosed rows), the median disclosed amount is $111.5M (range: $15.0M to $218.8M).

Which private-market strategies appear in Epoch Investment Partners, Inc.'s public disclosures?

Epoch Investment Partners, Inc. has disclosed records across Buyout, Growth Equity, Private Equity, Real Estate, Venture Capital. Open preview records include Providence Strat Growth V (2025 Vintage), JFL Equity Investors VI, L.P. (2025 Vintage), BC Partners XI GE 2 LP (2025 Vintage), ICG Strategic Secondaries Programme VI (2025 Vintage).

How are Epoch Investment Partners, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Epoch Investment Partners, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Epoch Investment Partners, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/epoch-investment-partners-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Epoch Investment Partners, Inc.?

In Prilago's bilateral commitment graph, Epoch Investment Partners, Inc. shares resolved underlying fund vehicles with 645 institutional LPs across 31 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Garcia Hamilton & Associates (14 shared vehicles, e.g. Providence EQ VIII (2023 Vintage)), Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Primary Venture Partners IV, L.P. (2023 Vintage)), Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (11 shared vehicles, e.g. Primary Select III, L.P. (2023 Vintage)).

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