Opens in a new tab

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.

Your Privacy Choices

We detected a Global Privacy Control (GPC) signal from your browser or device. We have treated this as a request to opt out of the sale and sharing of your personal information, and this setting has been applied to this browser.

You can change your preferences at any time using the options below.