# EP Wealth Advisors LLC EP Wealth Advisors LLC 2025 Term Loan B

EP Wealth Advisors LLC EP Wealth Advisors LLC 2025 Term Loan B is a security (CUSIP 29416NAB2) tracked across SEC portfolio filings. 4 registered fund positions totaling $14.5M via N-PORT as of 2026-05-31.

## Summary

- Issuer: EP Wealth Advisors LLC
- Class: EP Wealth Advisors LLC 2025 Term Loan B
- CUSIP: 29416NAB2
- Asset category: LON
- 13F holders: 0
- N-PORT fund positions: 4
- N-PORT value: $14.5M
- N-PORT report: 2026-05-31

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Carlyle Tactical Private Credit Fund | Carlyle Tactical Private Credit Fund | $8.0M | 17.36% |
| [T. Rowe Price Floating Rate Fund](https://search.stillhousedata.com/fund/S000033565) | T. ROWE PRICE FLOATING RATE FUND, INC. | $4.2M | 10.28% |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $1.8M | 7.52% |
| [AZL T Rowe Price Capital Appreciation Fund](https://search.stillhousedata.com/fund/S000009963) | Allianz Variable Insurance Products Trust | $584K | 6.66% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/29416NAB2.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.