EPIQ PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	294	$267.5M
Non-Discretionary	0	$0
Total	294	$267.5M

Clients

Type	Number	RAUM
Individuals	18	$5.6M
HNW Individuals	60	$260.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-110597
SEC ERA File Number	801-110597
SEC CIK Numbers	1799435
SEC CRD Numbers	165139
Legal Entity Identifier	None

Principal Office

2919 KNOX AVENUE SOUTH
SUITE 200
MINNEAPOLIS
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic