IEQ Capital is delighted to announce the acquisition of EPIQ Capital Group, a $5.3 billion multi-family office and investment firm. The deal, slated to complete later this year, will result in a combined $32 billion AUM and an extended presence in the San Francisco Bay Area, as well as Los Angeles, Newport Beach, Denver, Dallas, St. Louis, Nashville, Miami, Boston and Atlanta.
Founded in 2018, EPIQ offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. Their core values of Integrity, Excellence, and Growth, align with our own. EPIQ remains a fiduciary and advocate for its clients, and aims to redefine the wealth management landscape with a human touch.
EPIQ CEO Chad Boeding said, “We have long-admired IEQ and the capabilities that their team has developed, especially their deep network of long-standing clients and robust investment platform.”
Once the deal is complete, Mr. Boeding will become a managing partner of the combined company alongside IEQ’s three co-founders: Robert Skinner, Alan Zafran, and Eric Harrison.
Like IEQ, EPIQ specializes in highly customized wealth advisory, family office services, and select investment opportunities for ultra-high-net-worth families and individuals.
“I am excited that we are joining forces with IEQ, a firm that shares a similar vision of transforming wealth management,” Chad said. “Our shared vision, values, expertise, and extensive network contribute to this transaction, positioning us as a prominent advisor for clients.”
The IEQ leadership team is thrilled about the complementary partnership between our two firms. As our own Co-CEO Eric Harrison said, “We are excited to bring together two values-driven firms founded on the mission to strive for excellence through deep experience, continual innovation, and connection with our clients. Together, we should be better equipped to enhance the experience for all our clients. We are thrilled to have EPIQ join our team.”
EPIQ has earned a reputation in the Silicon Valley and San Francisco markets for delivering comprehensive, personalized family office services to their clients nationwide. We believe that their reputation and their capabilities in core markets will be additive to IEQ’s platform, furthering our ability to provide access to differentiated investment opportunities for all of our clients.
IEQ RAUM data is as of 6/30/24; RAUM as of 12/31/2023 as reported in IEQ Capital’s Form ADV filed in March 2024 totaled $23.5bn.
EPIQ RAUM data is as of 7/31/24; 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.
All investment advisers have a fiduciary duty to act in their clients’ best interests.