Overview
Assets Under Management: $4.9 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 234
Average Client Assets: $12.0 million
Frequently Asked Questions
EPIQ CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292526), EPIQ CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
EPIQ CAPITAL GROUP, LLC is headquartered in SAN FRANCISCO, CA.
EPIQ CAPITAL GROUP, LLC serves 234 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, EPIQ CAPITAL GROUP, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EPIQ CAPITAL GROUP, LLC manages $4.9 billion in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, EPIQ CAPITAL GROUP, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 234
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.75%
Average Client Assets: $12.0 million
Total Client Accounts: 896
Discretionary Accounts: 647
Non-Discretionary Accounts: 249
Regulatory Filings
CRD Number: 292526
Filing ID: 1905687
Last Filing Date: 2024-10-09 17:01:00