Data / Investment advisers / Minnesota / Epiq Partners, LLC
Epiq Partners, LLC, Minneapolis, MN: $291 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Epiq Partners, LLC is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $291 million in regulatory assets under management in its Form ADV filed May 7, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Epiq Partners, LLC (CRD number 165139): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 165139
- SEC file number
- 801-110597
- SEC status
- Approved, effective June 9, 2017
- Main office
- 2919 Knox Avenue South Suite 200, Minneapolis, MN 55408
- Phone
- (612) 843-4800
- Regulatory AUM
- $290,914,339 in the Form ADV filed May 7, 2026
- Discretionary AUM
- $290,914,339
- Accounts
- 318
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $286 million |
| Individuals (other than high net worth individuals) | 20 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $290.9 million | March 11, 2026 |
| December 1, 2025 | $287.2 million | October 14, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| India Capital LLC | Minneapolis | $365.3 million | 1 | adviserinfo.sec.gov |
| Cordis Financial, LLC | Minneapolis | $360.7 million | Not listed | adviserinfo.sec.gov |
| Cloverfields Capital Group, LP | Minneapolis | $358.7 million | Not listed | adviserinfo.sec.gov |
| Nepsis, Inc. | Minneapolis | $344.5 million | Not listed | adviserinfo.sec.gov |
| Colliers Securities LLC | Minneapolis | $329.6 million | Not listed | adviserinfo.sec.gov |
| PSC Capital Partners LLC | Minneapolis | $240.8 million | 6 | adviserinfo.sec.gov |
| Piper Heartland Healthcare Capital, LLC | Minneapolis | $218.3 million | 1 | adviserinfo.sec.gov |
| Element Squared Private Wealth | Minneapolis | $203.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Epiq Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.