EPIQ PARTNERS, LLC
CRD #165139 SEC #801-110597 MINNEAPOLIS, MN (612) 843-4800
SEC Registered
Total AUM
$287.2M
Discretionary
$287.2M
Employees
4
Clients
26
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $287.2M | $287.2M | $0 | 4 | 0 |
| Feb 2025 | $287.2M | $287.2M | $0 | 4 | 0 |
| Mar 2024 | $267.5M | $267.5M | $0 | 4 | 1 |
| Jan 2023 | $253.3M | $253.3M | $0 | 4 | 1 |
| Jan 2023 | $253.3M | $253.3M | $0 | 4 | 1 |
| Jan 2023 | $320.9M | $304.7M | $16.2M | 4 | 0 |
| Jul 2022 | $320.9M | $304.7M | $16.2M | 4 | 0 |
| Jun 2022 | $320.9M | $304.7M | $16.2M | 4 | 0 |
| May 2022 | $320.9M | $304.7M | $16.2M | 5 | 0 |
| Mar 2022 | $320.9M | $304.7M | $16.2M | 4 | 0 |
| Mar 2022 | $320.9M | $304.7M | $16.2M | 4 | 0 |
| Mar 2022 | $409.7M | $365.8M | $43.9M | 4 | 1 |
| Apr 2021 | $409.7M | $365.8M | $43.9M | 4 | 1 |
| Feb 2021 | $409.7M | $365.8M | $43.9M | 3 | 1 |
| Feb 2021 | $409.7M | $365.8M | $43.9M | 3 | 1 |
| Feb 2021 | $409.7M | $365.8M | $43.9M | 3 | 1 |
| May 2020 | $208.3M | $178.9M | $29.3M | 3 | 1 |
| May 2020 | $208.3M | $178.9M | $29.3M | 3 | 1 |
| Mar 2020 | $208.3M | $178.9M | $29.3M | 3 | 1 |
| Mar 2019 | $153.5M | $131.5M | $21.9M | 3 | 0 |
| Dec 2018 | $136.8M | $118M | $18.8M | 3 | 0 |
| Dec 2018 | $136.8M | $118M | $18.8M | 3 | 0 |
| Jul 2018 | $136.8M | $118M | $18.8M | 3 | 0 |
| Mar 2018 | $136.8M | $118M | $18.8M | 3 | 0 |
| May 2017 | $110.3M | $101.2M | $9.1M | 3 | 26 |
DateOct 2025
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$267.5M
Discretionary$267.5M
Non-Disc.$0
Employees4
Clients1
DateJan 2023
Total AUM$253.3M
Discretionary$253.3M
Non-Disc.$0
Employees4
Clients1
DateJan 2023
Total AUM$253.3M
Discretionary$253.3M
Non-Disc.$0
Employees4
Clients1
DateJan 2023
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees4
Clients0
DateJul 2022
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees4
Clients0
DateJun 2022
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees4
Clients0
DateMay 2022
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees5
Clients0
DateMar 2022
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees4
Clients0
DateMar 2022
Total AUM$320.9M
Discretionary$304.7M
Non-Disc.$16.2M
Employees4
Clients0
DateMar 2022
Total AUM$409.7M
Discretionary$365.8M
Non-Disc.$43.9M
Employees4
Clients1
DateApr 2021
Total AUM$409.7M
Discretionary$365.8M
Non-Disc.$43.9M
Employees4
Clients1
DateFeb 2021
Total AUM$409.7M
Discretionary$365.8M
Non-Disc.$43.9M
Employees3
Clients1
DateFeb 2021
Total AUM$409.7M
Discretionary$365.8M
Non-Disc.$43.9M
Employees3
Clients1
DateFeb 2021
Total AUM$409.7M
Discretionary$365.8M
Non-Disc.$43.9M
Employees3
Clients1
DateMay 2020
Total AUM$208.3M
Discretionary$178.9M
Non-Disc.$29.3M
Employees3
Clients1
DateMay 2020
Total AUM$208.3M
Discretionary$178.9M
Non-Disc.$29.3M
Employees3
Clients1
DateMar 2020
Total AUM$208.3M
Discretionary$178.9M
Non-Disc.$29.3M
Employees3
Clients1
DateMar 2019
Total AUM$153.5M
Discretionary$131.5M
Non-Disc.$21.9M
Employees3
Clients0
DateDec 2018
Total AUM$136.8M
Discretionary$118M
Non-Disc.$18.8M
Employees3
Clients0
DateDec 2018
Total AUM$136.8M
Discretionary$118M
Non-Disc.$18.8M
Employees3
Clients0
DateJul 2018
Total AUM$136.8M
Discretionary$118M
Non-Disc.$18.8M
Employees3
Clients0
DateMar 2018
Total AUM$136.8M
Discretionary$118M
Non-Disc.$18.8M
Employees3
Clients0
DateMay 2017
Total AUM$110.3M
Discretionary$101.2M
Non-Disc.$9.1M
Employees3
Clients26