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EPIQ Capital Group

EST. AUM
$4,938,787,000

CONTACTS
7

CLIENT ACCOUNTS
896

Firm Details

Metro area San Francisco
CRD Number 292526
Website epiqcg.com
Client types

Overview

EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most 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. EPIQ Capital Group are some former partners at ICONIQ Capital. EPIQ serves ultra high-net-worth families in the Bay Area. They have no internal strategies and are really open to new ideas.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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