EPIQ Capital Group

EPIQ Capital Group is a distinguished multi-family office headquartered in San Francisco, California, dedicated to serving a select group of ultra-high net worth clients and their families. As a boutique firm, its core mission revolves around providing comprehensive wealth management solutions tailored to the intricate financial needs of its affluent clientele. This encompasses a broad spectrum of services, including sophisticated financial planning, tax optimization strategies, estate planning, and access to exclusive investment opportunities designed to preserve and grow significant wealth across generations.

The firm's investment philosophy is characterized by a holistic and diversified approach, aiming to construct robust portfolios that align with each client's unique risk profile and long-term objectives. A significant component of their strategy involves strategic allocations to alternative investments, which include private equity, venture capital, and hedge funds. Rather than acting as a direct venture capital firm making early-stage startup investments, EPIQ Capital Group primarily functions as an allocator of capital, enabling its UHNW clients to access top-tier funds and co-investment opportunities within these less liquid asset classes. This allows clients to participate in high-growth sectors typically unavailable through public markets.

EPIQ Capital Group has demonstrated substantial growth in its asset base, reflecting its success in attracting and retaining high-net-worth clients. As of March 2023, the firm reported managing assets under management (AUM) north of $2.5 billion, a significant increase from over $2 billion in July 2022. This growth underscores their strong position in the wealth management sector. Given their operational model as a multi-family office focused on wealth preservation and growth through diversified allocations, specific "first cheque" sizes for direct startup investments are not publicly disclosed or central to their business. Their role is to facilitate access to a broad range of investment vehicles for their clients, rather than to lead early-stage funding rounds.