EP Wealth Advisors

EP Wealth Advisors is a registered investment advisor, placing it under SEC oversight and subject to fiduciary standards. It has grown through rolling up regional wealth-management practices, using acquisitions to expand its advisor network and geographic reach. This structure blends traditional financial planning with institutional-style secondaries investing.

The firm emphasizes small to mid-sized LP interests across buyout, growth equity, and venture capital funds, primarily in North America. By focusing on deal sizes that larger secondary buyers bypass, it seeks pricing inefficiencies and less competition. The underlying fund portfolios are vetted for manager quality and asset-level exposure.

Unlike stand-alone secondaries managers that raise blind-pool funds, EP Wealth Advisors deploys capital through its wealth-management platform, integrating advisory relationships with deal sourcing. This hybrid model aligns a fiduciary wealth-management business with opportunistic principal investing. The firm's acquisition-driven growth also provides a built-in distribution network for sourced deal flow across multiple offices.