EPIQ PARTNERS, LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 165139
- Registered since
- June 9, 2017
- Website
- be-epiq.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.31%
- Individuals1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Epiq Partners, LLC is an independent registered investment adviser formed as an LLC and operating since 2017. It serves high-net-worth individuals and families, delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm charges a mix of percentage-of-assets and fixed fees, is owned by an individual, and does not act as a capital allocator or a pension consultant. Epiq is not positioned as an ESG investor and is registered as a single-state adviser in its regulatory filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities33%
- State & Local Bonds8%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1BENJAMIN FREY
Partner, COO/CCOCRD 5440951
Contacts
3 of 5DANIEL ARONSON
Co-FounderCRD 2408482
JAMES QUINN
Director of Investment Research and StrategyCRD 6421221
BRUCE LANGER
Managing PartnerCRD 4542811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$107M in ETFs
76%
$81.4M
22%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $25M | 67,551 | 23.34% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 2919 Knox Ave S
- Time zone
- CT (UTC-6)
- Office locations
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