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EPIQ PARTNERS, LLC

CRD 165139 · SEC 801-110597

Visit website

2919 KNOX AVENUE SOUTH, SUITE 200, MINNEAPOLIS, MN, 55408, United States

Phone

(612) 843-4800

Fax

(612) 843-4801

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$290.9M

Discretionary AUM

$290.9M

Team

6 total employees; 6 advisory reps; 3 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING

Client types

TypeClientsAUM
Individuals20$4.9M
High net worth individuals73$286.0M

States served

MN, TX

All web addresses on file

Official SEC filing: View on IAPD