MINNEAPOLIS, MNCRD 165139Latest ADV March 11, 2026
Epiq Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 11, 2026, reports $291M in regulatory assets under management, 6 employees, and 318 accounts.
Assets Under Management
$291M
Employees
6
Offices
--
Total Clients
93
Primary office
MINNEAPOLIS, MN
2919 KNOX AVENUE SOUTH, SUITE 200, MINNEAPOLIS, MN, United States
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
73
2
Individuals
21.5%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$291Mas of March 11, 2026
Discretionary100.0%
$291M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$291M
Total Accounts318
10Y AUM Change+$181M (+163.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee16:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.