EPIQ | Capital Group LLC

Overview

EPIQ is a brand under IEQ Capital, LLC, which the EPIQ website identifies as the sole legal and regulatory entity responsible for advisory services offered under the EPIQ brand.³ The firm serves individuals, high net worth individuals and families, trusts, foundations, endowments, nonprofit organizations and other business entities.⁴ EPIQ’s website describes a network connecting founders, operators and long term capital associated with innovation economy companies.⁵

History

EPIQ was founded in 2018.² Effective September 30, 2024, IEQ Capital’s parent completed its acquisition of EPIQ Capital Group.³ IEQ Capital is a Delaware limited liability company founded in 2019.³ IEQ’s 2026 Form ADV states that IEQ also does business under the name EPIQ Capital Group, LLC.³

The acquisition announcement described EPIQ as a multifamily office and investment firm with approximately $5.3 billion in assets as of August 2024.² IEQ later reported EPIQ assets of $5.9 billion as of September 30, 2024.⁶ The same announcement reported combined IEQ group regulatory assets under management of $33.8 billion as of September 30, 2024.⁶

Timeline

1. 2018EPIQ was founded in 2018.
2. 2019IEQ Capital is a Delaware limited liability company founded in 2019.
3. 2024Effective September 30, 2024, IEQ Capital’s parent completed its acquisition of EPIQ Capital Group.
4. 2026IEQ’s 2026 Form ADV states that IEQ also does business under the name EPIQ Capital Group, LLC.

Leadership

IEQ’s managing partners are Eric Harrison, Robert J. Skinner II and Alan Zafran.³ Jeffery Westsmith is identified as an IEQ co founder and member of its executive team.³ The 2026 Form ADV states that Chad Boeding ceased serving as a managing partner effective October 1, 2025 and is no longer associated with IEQ.³

Services

IEQ provides portfolio management and investment advisory services.⁴ Its advisory work includes separately managed accounts governed by investment management agreements and, in some cases, direction letters.⁴ Client investment policy statements may address financial situation, objectives, liquidity requirements, risk tolerance and accepted investment restrictions.⁴

Typical investments include stocks, exchange traded securities, mutual funds, index funds, direct investments, alternative private investments and instruments providing direct or indirect digital asset exposure.⁴ IEQ may recommend private pooled investment vehicles, access funds, special purpose vehicles, direct investments, single asset opportunities and co investment vehicles.⁴ It may also assist certain clients with developing Rule 10b5 1 plans.⁴

IEQ engages third party independent managers to manage portions of client assets on a discretionary basis when it considers that arrangement to be in the client’s best interest.⁴ Retirement plan services may be provided in various capacities, including for plans subject to ERISA.⁴

Ancillary services include administrative services and family office services that are not investment advisory services.⁴ Family office services may include global asset review, consolidated reporting and asset tracking, cash flow analysis, liquidity management, investment tax strategy, and wealth transfer and estate planning analysis and support.⁴ EPIQ’s website identifies private investments, founder liquidity opportunities, curated partnerships and strategic relationships as offerings.⁵

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments
• Retirement planning

Client focus

The 2024 acquisition announcement described EPIQ’s focus as customized wealth advisory, family office services and select investment opportunities for ultra high net worth families and individuals.² IEQ describes itself as a fiduciary that works with clients to identify investment objectives and build long term relationships.⁴

Investment philosophy and approach

The firm says it works with clients to identify investment objectives and reflect those objectives in investment policy statements addressing liquidity, risk tolerance and accepted restrictions.⁴ The firm says its investment platform can include public securities, private investments, alternative investments, direct opportunities and digital asset exposure.⁴

Assets and minimums

IEQ reported EPIQ assets of $5.9 billion as of September 30, 2024.⁶ The same source reported combined IEQ group regulatory assets under management of $33.8 billion as of September 30, 2024.⁶ No minimum investment amount is stated in the cited sources.

FAQs

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Sources

1. SEC IAPD firm record , accessed October 23, 2026.
2. IEQ Capital acquisition announcement , accessed October 23, 2026.
3. IEQ Capital Form ADV Part 2A , accessed October 23, 2026.
4. IEQ Capital Form ADV Part 2A , accessed October 23, 2026.
5. EPIQ website , accessed October 23, 2026.
6. IEQ Capital and EPIQ Capital Group leadership summit announcement , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.