1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EPIQ CAPITAL GROUP, LLC

Map pinSAN FRANCISCO, CA
Phone415-433-3747
NotebookSEC #801-112887
Total AUM
$4.9B
Employees
60
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 LOMBARD ST. #200
SAN FRANCISCO
CA 94111
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
415-433-3747
Other Offices
2

ReceiptFinancials

Total AUM
$4.9B
Accounts
896
Discretionary
$2.7B
Accounts
647
Non-Discretionary
$2.3B
Accounts
249

ContactClients

View more in analytics →

HNW Individual Clients
234
AUM
$2.8B
Pooled Vehicle Clients
86
AUM
$2.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account