| Owner | Title | From | %Ownership |
|---|---|---|---|
| Priest, William, Wallace | Executive Chairman/co-chief Investment Officer | 04/2020 | < 5% |
| Barnett, David, Andrew | Chief Compliance Officer | 12/2010 | < 5% |
| the Toronto-dominion Bank | Direct Owner | 03/2013 | > 75% |
| TD Bank Us Holding Company | Shareholder | 11/2013 | > 75% |
| TD Group Us Holdings LLC | Direct Owner | 07/2015 | > 75% |
| Booth, William, James | Co-chief Investment Officer | 01/2018 | < 5% |
| Welhoelter, Michael | President, Co-chief Investment Officer, Chief Risk Officer | 04/2022 | < 5% |
| Cooper, Bruce | Chief Executive Officer | 10/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Epoch Investment Partners, Inc. | $27.53 bn | |
| Aeon Global Absolute Return Fund, LLC | $44.12 mm | Hedge Fund |
| Aeon Global Choice Fund, LLC | $156.26 mm | Other Private Fund |
| Aeon Global Equity Shareholder Yield Fund, LLC | $47.76 mm | Other Private Fund |
| Aeon U.S. Smid Cap Value Fund, LLC | $22.35 mm | Other Private Fund |
