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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 01-21-2014
- Office Locations
- 1
Office Locations
About Epiq Partners, LLC
EPIQ Partners, LLC is an independent Minneapolis RIA providing financial planning and discretionary portfolio management for retail clients. Portfolios emphasize public funds and ETFs, with the ability to incorporate socially responsible approaches and select alternatives such as private credit, private equity, and real estate. Client assets are commonly custodied at Schwab or Fidelity/NFS, with Orion in the tech stack.
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Owner & Executives
DANIEL ROBERT ARONSON
Chief Investment Officer, Managing Partner, PARTNER
- CRD
- #2408482
- Ownership
- 25% but less than 50%
BRUCE JEFFREY LANGER
Chief Executive Officer, Managing Partner, PARTNER
- CRD
- #4542811
- Ownership
- 25% but less than 50%
Atlas harbor
Peak vertex capital
- CRD
- #74273
- Ownership
- 23.3%
Showing 2 of 4 owners & executives
Unlock allContacts
Noah Kent Haverdink
Analyst
- CRD
- #6940857
JAMES M. QUINN
Director of Investment Research & Strategy
- CRD
- #6421221
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,914,339 | $914,825 |
| Non-Discretionary | $0 | -- |
| Total | $290,914,339 | $914,825 |
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Separately Managed Accounts
Total SMA Asset: $290,914,339
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,301,025,672 | 15.8% |
| Equity - Exchange | $1,902,132,469 | 23.1% |
| Municipal Bonds | $1,366,900,389 | 16.6% |
| Cash | $1,292,791,332 | 15.7% |
| Corporate - Investment Grade | $1,292,791,332 | 15.7% |
| U.S. Government/Agency | $1,078,698,500 | 13.1% |
| Total | $8,234,339,694 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL FRONTIER UNISON | OPTIMA RIDGE | GDPBW1ENR | BYWBO | 11.98% | $28,063,093 |
| BRIDGE VERTEX | TIMBER ALPHA | 1SNYN1666 | KWFH | 9.65% | $68,202,597 |
| FOUNDATION VERTEX EAGLE | VECTOR PIONEER | MGZOXDJAM | RYKEY | 6.79% | $104,098,488 |
| GLACIER MOMENTUM HORIZON | FUSION SIGNAL | VXY2NFR7Q | QLGL | 3.21% | $86,959,051 |
| PEAK INSIGHT GLACIER | PRIME SIGNAL | OCIILCYG7 | OCQUW | 12.48% | $71,501,337 |
| BEACON BEACON | ZENITH FUSION | KZQV1RRKQ | KFL | 10.61% | $105,350,525 |
| HORIZON PEAK ALPHA | SIGNAL PEAK | 2T8FXVFSF | KQRFN | 3.96% | $44,013,189 |
| HARBOR FOUNDATION | SUMMIT SUMMIT | PA8QDJN6A | USG | 3.89% | $57,486,161 |