Epiq Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EPIQ Partners is a wealth advisory firm that serves individuals, families and related entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment consulting, portfolio management, and solution-driven advice on both a discretionary and non-discretionary basis. Engagements range from standalone consulting work—where the firm runs cash flow projections and develops tailored plans—to ongoing management implemented under written agreements.
The firm builds customized asset-allocation roadmaps and typically implements them through proprietary model strategies (EPIQ Appreciation, Income, and Preservation) that use individual equities, fixed income, mutual funds, ETFs and, when appropriate, private investments. Those models are relatively concentrated (often holding roughly 5–25 names) and may incorporate equity options as part of portfolio construction—for return enhancement in the Appreciation strategy and for risk reduction within the Income strategy.
As of December 2025, EPIQ reported approximately $291 million in discretionary assets and a small client base managed through these model-driven accounts. Compared with many peer team firms, EPIQ’s explicit use of equity options in separately managed accounts and its combination of concentrated security selection with occasional private investment allocations are operationally distinctive features.
Client services
Expertise
Fee options
Consulting fees generally range from $1,000 to $25,000, agreed upon based on scope and services
Account minimum: $1,500 quarterly minimum fee (waivable) Minimum fee: Minimum quarterly fee of $1,500, which may be waived at firm's discretion
Main office
2919 Knox Avenue South, Suite 200
Minneapolis MN 55408
Advisors at this office
5
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Noah H
CFP®, Series 63, Series 65
Minneapolis, MN
Epiq Partners, LLC
Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.
Benjamin L
CFA®, Series 63
Minneapolis, MN
Epiq Partners, LLC
Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.
Bruce L
CFA®, Series 66
Minneapolis, MN
Epiq Partners, LLC
Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.
Benjamin F
Series 65
Minneapolis, MN
Epiq Partners, LLC
Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.
Daniel A
CFA®, Series 63, Series 65
Minneapolis, MN
Epiq Partners, LLC
Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.
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