EPIQ Capital Group
Investment Management • 
San Francisco, California, United States • 21-50 Employees
Company overview
| Headquarters | San Francisco, California, United States |
| Phone number | +14154333751 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
Key Contacts at EPIQ Capital Group
Justin W. Renaudin
Senior Director
Mirari Jacobson
Managing Director
Rick Withers
Managing Director
Christy Spilsted
Senior Director
Ryan Leamy
Associate Director
Matt Hlavacek
Managing Director
Vikas Doddapaneni
Director
Damali Smith
Associate Director
Nichole Teltschik Love
Associate Director
Melanie Rahilly
Director
EPIQ Capital Group Email Formats
EPIQ Capital Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@epiqcg.com), used 62.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@epiqcg.com | 62.9% |
{first initial} | j@epiqcg.com | 17.1% |
{first name}{last name} | johndoe@epiqcg.com | 14.3% |
{last name} | doe@epiqcg.com | 2.9% |
{last name}{last name} | doedoe@epiqcg.com | 2.9% |
About EPIQ Capital Group
EPIQ is a multi-family office and investment firm dedicated to simplifying the financial lives of successful professionals and their families. Founded by Chad Boeding, former Partner and Co-Founder of ICONIQ Capital, EPIQ offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. Embodying core values of Integrity, Excellence, and Growth, EPIQ is a trusted fiduciary and advocate for its clients, redefining the landscape of wealth management with a human touch. All investment advisers have a fiduciary duty to act in their clients’ best interests. EPIQ Capital Group, LLC (“EPIQ“) is a brand operating as a d/b/a (doing business as) of IEQ Capital, LLC. While EPIQ Capital Group was previously a standalone registered investment adviser, it is now fully integrated under IEQ Capital, LLC, which is registered with the Securities and Exchange Commission (SEC). As part of this integration, EPIQ Capital Group no longer maintains its own registration as an investment adviser. However, the EPIQ Capital Group name, website, and branding will continue to be used to represent the services and personalized approach clients have come to trust, while IEQ Capital, LLC serves as the sole legal and regulatory entity overseeing all advisory services. For more information about IEQ Capital, LLC, including its services and regulatory filings, please visit ieqcapital.com, https://www.linkedin.com/company/ieqcapital, or consult its profile on the SEC’s Investment Adviser Public Disclosure (IAPD) website. This content is for informational purposes only and does not constitute an offer, solicitation, or recommendation for any security or financial product. It should not be relied upon for investment, business, or other decisions. For non-U.S. investors: These investment products and services are intended for U.S. residents only and are not offered where prohibited by law.
EPIQ Capital Group revenue & valuation
| Annual revenue | $7,500,000 |
| Revenue per employee | $167,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $24,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
EPIQ Capital Group has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
EPIQ Capital Group has never raised funding before.
EPIQ Capital Group Tech Stack
Discover the technologies and tools that power EPIQ Capital Group's digital infrastructure, from frameworks to analytics platforms.
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