EPIQ Capital Group, LLC

Overview

EPIQ Capital Group, LLC is a multi-family office and investment firm based in San Francisco, California. Founded in 2018 by Chad Boeding, a former partner and co-founder of ICONIQ Capital, EPIQ specializes in providing comprehensive financial services to ultra-high-net-worth families, primarily those with a net worth exceeding $100 million. The firm offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. EPIQ embodies core values of Integrity, Excellence, and Growth, positioning itself as a trusted fiduciary and advocate for its clients. The firm's investment strategy encompasses a broad range of asset classes, including private equity, venture capital, and real estate. EPIQ focuses on early-stage, growth, and late-stage investments, aiming to partner with exceptional entrepreneurs across various industries such as technology, healthcare, financial services, consumer goods, energy, media, telecommunications, retail, transportation, education, real estate, manufacturing, agriculture, hospitality, and pharmaceuticals. This diverse approach allows EPIQ to tailor its investment strategies to the unique needs and goals of each client. EPIQ Capital Group's commitment to its clients is underscored by its rebranding in September 2023, which introduced a new gold fingerprint logo symbolizing the firm's personal touch and dedication to client success. The rebranding also included a redesigned website to enhance user navigation and updated content that highlights the company's mission and fundamental values. This initiative reflects EPIQ's ongoing dedication to redefining wealth management with a human touch, ensuring that each client's interests remain paramount and that the firm stays ahead of their evolving needs.

Investment Focus

• Net worth exceeding $100 million

Portfolio Companies