Epiq Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$915K
Accounts
318
Employees
6
Advisory reps
6

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

FINTRX

Overview

Epiq Partners, LLC is an independent, SEC-registered registered investment adviser (registered in 2017) organized as an LLC and owned by an individual. The firm focuses on individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutional or business clients. Its fee model combines a percentage-of-AUM charge with the option for fixed fees. Epiq does not position itself as a capital allocator and is not identified as an active ESG investor. The firm is not classified as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 33%, State & Local Bonds 8%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities33%
  • State & Local Bonds8%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Benjamin Frey

    Benjamin Frey

    Partner, COO/CCOCRD 5440951

Contacts

3 of 5
  • Daniel Aronson

    Daniel Aronson

    Co-FounderCRD 2408482

  • James Quinn

    James Quinn

    Director of Investment Research and StrategyCRD 6421221

  • Bruce Langer

    Bruce Langer

    Managing PartnerCRD 4542811

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$126M in ETFs

Passive

79%

$99.9M

Active

19%

$26.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)BlackRockPassiveLarge Blend$30.6M71,75524.19%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth