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EPIQ CAPITAL GROUP, LLC

SAN FRANCISCO, CA · CRD 292526 · IAPD ↗ · epiqcg.com · 415-433-3747

$4.94BRegulatory AUM
32Advisory reps
60Employees
0Clients
n/aPlanning clients
86Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — EPIQ CAPITAL GROUP, LLC (SAN FRANCISCO, CA) left the SEC roster (was $4.94B RAUM, 32 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.