Epic Funds
Epic Funds is an SEC-registered asset manager in Manhattan Beach, CA with $166.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Epic Funds: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311425, SEC 801-123204, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $166.5M (2026-06-30)
- Firm type
- Asset Manager
- Location
- Manhattan Beach, CA
- Employees
- 5
- Clients
- 9
- CRD
- 311425
- Ownership
- GARZA, GEORGE, ALEC; WILLHOIT, CHARLES, ALEXANDER; HIRSCHMANN IV, JAMES, WILLIAM; MCCABE, KEVIN, MICHAEL; FITZPATRICK, MICHAEL, SEAN
How much AUM does Epic Funds have?
Epic Funds reported $166.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Epic Funds?
Disclosed owners and executives of Epic Funds include GARZA, GEORGE, ALEC, WILLHOIT, CHARLES, ALEXANDER, HIRSCHMANN IV, JAMES, WILLIAM, MCCABE, KEVIN, MICHAEL, FITZPATRICK, MICHAEL, SEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.