# EPIQ CAPITAL GROUP, LLC

EPIQ CAPITAL GROUP, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 292526
- Type: SEC-registered investment adviser
- SEC file number: 801-112887
- Location: 1 LOMBARD ST.  #200, SAN FRANCISCO, CA, 94111
- Phone: 415-433-3747
- Latest filing: 2024-10-09
- Regulatory AUM: $4.9B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $2.3B
- Clients: 60
- Accounts: 896

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| JACKSON WILLIAM STEVEN | PARTNER | — |
| SKINNER ROBERT JOHN | MANAGING MEMBER | — |
| CLARK JED A | CHIEF COMPLIANCE OFFICER | — |
| BOEDING CHAD LOUIS | CEO; MANAGING MEMBER; MEMBER | — |
| Boyer David | CHIEF COMPLIANCE OFFICER; COO/CFO | — |
| FORSTER JENNIFER TRICKETT | PARTNER | — |
| CONNORS CHRISTINE LEONG | PRESIDENT AND PARTNER | — |


## Fund service providers (1)

- administrator: ALTER DOMUS (US) LLC — 86 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292526/similar
- Related entities: https://search.stillhousedata.com/firm/292526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.