EPIQ is a multi-family office and investment firm dedicated to simplifying the financial lives of successful professionals and their families. Founded by Chad Boeding, former Partner and Co-Founder of ICONIQ Capital, EPIQ offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. Embodying core values of Integrity, Excellence, and Growth, EPIQ is a trusted fiduciary and advocate for its clients, redefining the landscape of wealth management with a human touch.
All investment advisers have a fiduciary duty to act in their clients’ best interests. EPIQ Capital Group, LLC (“EPIQ“) is a brand operating as a d/b/a (doing business as) of IEQ Capital, LLC. While EPIQ Capital Group was previously a standalone registered investment adviser, it is now fully integrated under IEQ Capital, LLC, which is registered with the Securities and Exchange Commission (SEC). As part of this integration, EPIQ Capital Group no longer maintains its own registration as an investment adviser. However, the EPIQ Capital Group name, website, and branding will continue to be used to represent the services and personalized approach clients have come to trust, while IEQ Capital, LLC serves as the sole legal and regulatory entity overseeing all advisory services. For more information about IEQ Capital, LLC, including its services and regulatory filings, please visit ieqcapital.com, https://www.linkedin.com/company/ieqcapital, or consult its profile on the SEC’s Investment Adviser Public Disclosure (IAPD) website.
This content is for informational purposes only and does not constitute an offer, solicitation, or recommendation for any security or financial product. It should not be relied upon for investment, business, or other decisions. For non-U.S. investors: These investment products and services are intended for U.S. residents only and are not offered where prohibited by law.
Company Details
- Employees
- 47
- Founded
- -
- Address
- 1 Lombard St, San Francisco,california,united States
- co****@****qcg.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- epiqcg.com
- HQ
- San Francisco, California
Epiq Capital Group Questions
Epiq Capital Group's website is epiqcg.com
Epiq Capital Group's LinkedIn profile is https://www.linkedin.com/company/epiqcg
Epiq Capital Group has
47 employees.
View email and phone details for 47
employees at Epiq Capital Group.
Epiq Capital Group's industry is
Investment Management
Epiq Capital Group's top competitors are
Iconiq,
Ieq Capital,
Makena Capital Management, Llc,
Hall Capital Partners Llc,
Jasper Ridge Partners, L.p.,
Bbr Partners,
Pathstone,
Baker Street Advisors,
Epiq Capital,
Jordan Park Group.
Epiq Capital Group's support email address is contact@epiqcg.com
Epiq Capital Group's categories are Investment Management
Epiq Capital Group's founding year is 2018
