The E.P.G., INCORPORATED is a privately held investment adviser that advises $3.2Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. E.P.G., INCORPORATED is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 9.06% over the last 5-years.
The Group has been registered with the SEC for 30.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 205 NEWBURY STREET SUITE 403, FRAMINGHAM, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 4 investment and 7 non-investment staff. The total number of Employees decreased by 15.38% over the last 5-years.
Their $3.2Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 51 other accounts. Assets of Banking of Thrift Institutions clients own $3.15Bn or 98.41% of Total Assets and High Net Worth Individuals own $43.73mn or 1.36% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Banking of Thrift Institutions and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
E.P.G., INCORPORATED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.