EPIQ CAPITAL GROUP, LLC
CRD #292526 SEC #801-112887 SAN FRANCISCO, CA 415-433-3747
SEC Registered Private Funds
Total AUM
$4.9B
Discretionary
$2.7B
Employees
60
Clients
--
Accounts
896
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $4.9B | $2.7B | $2.3B | 60 | 0 |
| Aug 2024 | $4.9B | $2.7B | $2.3B | 60 | 0 |
| Jul 2024 | $4.9B | $2.7B | $2.3B | 60 | 0 |
| Mar 2024 | $4.9B | $2.7B | $2.3B | 60 | 0 |
| Aug 2023 | $4.4B | $2.3B | $2.1B | 56 | 0 |
| Jun 2023 | $4.4B | $2.3B | $2.1B | 56 | 0 |
| Apr 2023 | $4.4B | $2.3B | $2.1B | 56 | 0 |
| Mar 2023 | $4.4B | $2.3B | $2.1B | 56 | 0 |
| Apr 2022 | $4.7B | $2.7B | $2B | 50 | 0 |
| Mar 2022 | $4.8B | $2.8B | $2B | 50 | 0 |
| Mar 2021 | $3.1B | $1.4B | $1.7B | 31 | 0 |
| Jun 2020 | $2.2B | $311.9M | $1.9B | 23 | 0 |
| Jun 2020 | $2.2B | $311.9M | $1.9B | 23 | 0 |
| Mar 2020 | $2.2B | $311.9M | $1.9B | 23 | 0 |
| Sep 2019 | $1.6B | $122M | $1.5B | 15 | 0 |
| Mar 2019 | $1.6B | $122M | $1.5B | 15 | 0 |
| Feb 2019 | $1.3B | $342.1M | $975.7M | 14 | 0 |
| Oct 2018 | $1.3B | $342.1M | $975.7M | 14 | 0 |
| Aug 2018 | $1.3B | $342.1M | $975.7M | 14 | 0 |
| Aug 2018 | $2B | $1.6B | $443.4M | 14 | 0 |
| Jun 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| Mar 2018 | $0 | $0 | $0 | 2 | 0 |
DateOct 2024
Total AUM$4.9B
Discretionary$2.7B
Non-Disc.$2.3B
Employees60
Clients0
DateAug 2024
Total AUM$4.9B
Discretionary$2.7B
Non-Disc.$2.3B
Employees60
Clients0
DateJul 2024
Total AUM$4.9B
Discretionary$2.7B
Non-Disc.$2.3B
Employees60
Clients0
DateMar 2024
Total AUM$4.9B
Discretionary$2.7B
Non-Disc.$2.3B
Employees60
Clients0
DateAug 2023
Total AUM$4.4B
Discretionary$2.3B
Non-Disc.$2.1B
Employees56
Clients0
DateJun 2023
Total AUM$4.4B
Discretionary$2.3B
Non-Disc.$2.1B
Employees56
Clients0
DateApr 2023
Total AUM$4.4B
Discretionary$2.3B
Non-Disc.$2.1B
Employees56
Clients0
DateMar 2023
Total AUM$4.4B
Discretionary$2.3B
Non-Disc.$2.1B
Employees56
Clients0
DateApr 2022
Total AUM$4.7B
Discretionary$2.7B
Non-Disc.$2B
Employees50
Clients0
DateMar 2022
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2B
Employees50
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.7B
Employees31
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$311.9M
Non-Disc.$1.9B
Employees23
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$311.9M
Non-Disc.$1.9B
Employees23
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$311.9M
Non-Disc.$1.9B
Employees23
Clients0
DateSep 2019
Total AUM$1.6B
Discretionary$122M
Non-Disc.$1.5B
Employees15
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$122M
Non-Disc.$1.5B
Employees15
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$342.1M
Non-Disc.$975.7M
Employees14
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$342.1M
Non-Disc.$975.7M
Employees14
Clients0
DateAug 2018
Total AUM$1.3B
Discretionary$342.1M
Non-Disc.$975.7M
Employees14
Clients0
DateAug 2018
Total AUM$2B
Discretionary$1.6B
Non-Disc.$443.4M
Employees14
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0