RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 28, 2024
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
BOEDING, CHAD, LOUISICEONA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICOO/CFONA Control
Boyer, DavidICHIEF COMPLIANCE OFFICERNA Control
Boyer, DavidICOO/CFONA Control
Boyer, DavidICOO/CFONA Control
Boyer, DavidICOO/CFONA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CLARK, JED, AICHIEF COMPLIANCE OFFICERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
CONNORS, CHRISTINE, LEONGIPRESIDENT AND PARTNERNA Control
FORSTER, JENNIFER, TRICKETTIPARTNERNA Control
FORSTER, JENNIFER, TRICKETTIPARTNERNA Control
FORSTER, JENNIFER, TRICKETTIPARTNERNA Control
FORSTER, JENNIFER, TRICKETTIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
JACKSON, CHRISTOPHER, STEVENIPARTNERNA Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
BOEDING, CHAD, LOUISIMANAGING MEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
EPIQ HOLDINGS LPDEMEMBERE Control
IEQ MIDCO II, LPDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
EPIQ GP LLCDEEPIQ HOLDINGS LPF Control
IEQ CAPITAL MANAGEMENT, LLCFEIEQ HOLDINGS, LLCF Control
IEQ MIDCO II GP, LLCDEIEQ MIDCO II, LPF
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
BOEDING, CHAD, LOUISIEPIQ GP LLCE Control
IEQ FOUNDERS, LLCDEIEQ HOLDINGS, LLCE Control
IEQ HOLDINGS, LLCDEIEQ MIDCO I, LLCE Control
IEQ MIDCO I, LLCDEIEQ MIDCO II, LPE
SKINNER, ROBERT, JOHNIIEQ FOUNDERS, LLCC Control

Registrations

Federal

IA
Aug 28, 2024 REGISTERED

Notice Filings (9)

CA CO FL IA IL NV NY TX WI

Address

1 LOMBARD ST. #200
SAN FRANCISCO, CA 94111
United States
Phone: 415-433-3747