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| EPIQ Partners LLC
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| CRD # | 165139 |
| SEC # | 801-110597 |
| CIK # | 0001799435 |
| AUM | 290.9 M (2026-05-07) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 612-843-4800 |
| Address | 2919 Knox Avenue South Minneapolis, MN 55408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799435 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 9.4 | ||
| Huntington Bancshares Inc/MD | 7.9 | ||
| Hormel Foods Corp /DE/ | 7.5 | ||
| Capital Southwest Corp | 7.0 | ||
| Owl Rock Capital Corp | 5.8 | ||
| SLR Investment Corp | 4.3 | ||
| Apple Inc | 4.3 | ||
| Ecolab Inc | 4.2 | ||
| iShares Bitcoin Trust | 4.0 | ||
| Brookfield Asset Management Inc | 3.9 | ||
| Aercap Holdings NV | 3.4 | ||
| Brookfield Renewable Partners LP | 3.1 | ||
| Albemarle Corp | 3.0 | ||
| Brookfield Infrastructure Partners LP | 2.9 | ||
| Pure Cycle Corp | 2.8 | ||
| Johnson & Johnson | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 4.9 |
| (b) Individuals (high net worth individuals) | 73 | 286.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 290.9 |
| By Discretionary | ||
| Discretionary | 318 | 290.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 290.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.9 | |
| Total | 318 | 290.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799435] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McNaughton Wealth Management LLC
✚
|
CA | 291.6 M |
|
The Ellerson Group Inc
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MD | 291.2 M |
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Kestrel Partners LLP
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291.0 M | |
|
Accretive Wealth Management LLC
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CA | 290.7 M |
|
Leigh Baldwin & Co LLC
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NY | 290.6 M |
|
Lockshield Partners Inc
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KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
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|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |