RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COONA Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
LANGER, BRUCE, JEFFREYIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIMANAGING MEMBERC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
ARONSON, DANIEL, ROBERTIPARTNER, CIOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
LANGER, BRUCE, JEFFREYIPARTNER, CEOC Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOB Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
FREY, BENJAMIN, BRUCEIPARTNER, CHIEF COMPLIANCE OFFICER, COOA Control
LAZARUS, BENJAMIN, SPENCERIPARTNER, WEALTH STRATEGISTA

Registrations

Federal

IA
Oct 14, 2025 REGISTERED

Notice Filings (1)

MN

Address

2919 KNOX AVENUE SOUTH
SUITE 200
MINNEAPOLIS, MN 55408
United States
Phone: (612) 843-4800