IEQ Capital and EPIQ Capital Group Leadership Summit: Building a Unified Vision

Announcements
November 7, 2024

In celebration of our recent acquisition of EPIQ Capital Group, we hosted a Leadership Summit in Pebble Beach, California. This milestone gathering brought together senior leaders from both firms, uniting a combined ~$33.8 billion in assets under management* with a shared commitment to delivering tailored advisory, family office services, and exclusive investment opportunities to ultra-high-net-worth clients nationwide.

With a national footprint spanning several major cities, our partnership aims to strengthen our ability to provide exceptional service and innovative investment access. The Summit underscored our dedication to a seamless integration and shared vision, positioning IEQ and EPIQ to shape a transformative future in wealth management through client-first principles and collaborative growth.

Disclosures

*EPIQ and IEQ are under common control but operate independently. As of 9/30/2024, the IEQ group manages $33.8 billion in RAUM, with IEQ Capital at $27.8 billion and EPIQ Capital Group at $5.9 billion. IEQ RAUM as of 12/31/2023 as reported in IEQ Capital’s Form ADV filed in March 2024 totaled $23.5bn. EPIQ RAUM as of 12/31/2023 as reported in EPIQ Capital Group’s Form ADV filed in March 2024 totaled $4.94bn. RAUM includes currently managed assets as well as unfunded commitments to sponsored funds.