RIA Intel›Advisers›California›EPIQ CAPITAL GROUP, LLC

EPIQ CAPITAL GROUP, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Oct 9, 2024 · Source: SEC Form ADV

Total AUM

$4.9B

1-Year AUM Growth

+13.4%

3-Year CAGR

+14.2%

Employees

32

Assets Under Management

Total AUM$4.9B

Discretionary AUM$2.7B

Non-Discretionary AUM$2.3B

Discretionary %54.2%

Total Clients—

Team

Total Employees32

Investment Advisers60

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record27

First FilingMar 20, 2018

Latest FilingOct 9, 2024

🔒 Full AUM trend chart and 27 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EPIQ CAPITAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.