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EPIQ Partners
Langer and Aronson co-founded EPIQ Partners in 2012, anchoring the practice in Minneapolis with an advisory team where four of seven named professionals hold...
EPIQ Partners
Langer and Aronson co-founded EPIQ Partners in 2012, anchoring the practice in Minneapolis with an advisory team where four of seven named professionals hold the CFA charter. The firm serves individuals, high-net-worth families, trusts, estates, and charitable organizations through an integrated financial-planning and investment-management platform. Wealth-origin context for the underlying client base is not publicly disclosed. Strategy and deployment center on portfolio management, financial planning, and investment research — not direct deal origination or fund formation. EPIQ operates as a registered investment adviser, selecting securities and constructing allocations rather than running pooled vehicles. The firm discloses no direct investments, co-investments, or portfolio-company stakes; its public materials describe an investment-strategy function led by CIO Daniel Aronson and Director of Investment Research & Strategy James Quinn, who joined in 2025. Geographic concentration appears domestic, with no offices or regional mandates listed beyond Minneapolis. Headcount and overall assets under advisement are undisclosed. In 2025, EPIQ expanded its senior bench with two additions: James Quinn as Director of Investment Research & Strategy and Ben Lazarus as Partner & Wealth Strategist, signaling an investment in research depth and business development. The team also includes Director of Client Service Julie Ellison and Director of Planning & Analysis Noah Haverdink, reflecting a structure built around planning, compliance, and client operations rather than a transaction-oriented model. EPIQ's structural distinction rests in its practitioner-led, credential-dense architecture for a multi-family-style client base without the multi-family office label. The partnership — five partners including Langer, Aronson, Frey, and Lazarus — operates an in-house compliance and operations function under CCO Ben Frey, a feature more common to institutional shops than to small planning practices. This self-contained structure allows EPIQ to deliver integrated advice without outsourcing core investment or compliance functions, positioning the firm as a single point of accountability for concentrated private wealth.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Minneapolis, MN, United States
Principals
Bruce Langer
Co-Founder, Partner & CEO
Daniel Aronson
Co-Founder, Partner & CIO
Ben Frey
Partner, CCO & COO
Ben Lazarus
Partner & Wealth Strategist
James Quinn
Director of Investment Research & Strategy
Frequently asked questions
Who runs investment decisions at EPIQ Partners?
Daniel Aronson, CFA — co-founder and CIO — leads investment strategy and portfolio management. Director of Investment Research & Strategy James Quinn, CFA, who joined in 2025, supports research and implementation. Both came to EPIQ with prior analytical and investment experience, giving the firm a practitioner-driven investment committee culture.
Is EPIQ structured as a family office or a traditional RIA?
EPIQ is a registered investment adviser, not a single-family office. Its client base includes individuals, high-net-worth families, trusts, estates, and charitable organizations — a mix more typical of a multi-family advisory than a dedicated family office. The firm does not market itself as a family office.
Does EPIQ participate in direct deals or fund commitments?
There is no public evidence EPIQ participates in direct private-market transactions, co-investments, or fund commitments. Its disclosed services — financial planning, portfolio management, and investment research — suggest a focus on liquid securities selection and client-facing advice rather than private-asset origination.
Where does the underlying wealth of EPIQ's clients come from?
EPIQ does not disclose the wealth origins of its high-net-worth clients. The Minneapolis location and the professional backgrounds of the partners suggest a Midwestern client base likely composed of business owners, corporate executives, and accumulated private wealth, but no specific sourcing is publicly confirmed.
What is EPIQ's known posture on co-investments alongside external GPs?
EPIQ has not publicly described any co-investment capabilities or partnerships with external general partners. Its compliance and operations structure, led by CCO Ben Frey, supports a registered investment adviser model that does not routinely execute the type of negotiated private-market transactions implied by co-investment programs.
Does EPIQ maintain philanthropic structures, and how are they separated?
EPIQ serves charitable organizations as clients but has not disclosed a dedicated philanthropic entity, donor-advised fund program, or foundation structure under its own umbrella. The firm lists charitable organizations among its client categories without describing internal separation from wealth-management services.
How does EPIQ source new clients?
Business-development disclosures are limited, but the firm's website emphasizes a high-touch, responsive engagement model — promising follow-up within 48 hours of submission. In 2025, EPIQ added Partner & Wealth Strategist Ben Lazarus with business-development and strategy responsibilities, suggesting an increased focus on client acquisition through professional networks rather than mass marketing.
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