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EPIQ Capital Group, LLC

EPIQ Capital Group, LLC

Foster City, Californiaepiqcg.com

Overview

IEQ Capital is a registered investment advisor and wealth management firm that provides personalized family office services to ultra-high-net-worth individuals and families, focusing on customized portfolios with public and private investments.

Year Founded

2019

Portfolio Companies

1

Website

epiqcg.com

Investments

EPIQ Capital Group, LLC investments
CompanyDateStageLead
VulcanFormsJan 2026Series DCo-investor

Key People

Alan Zafran

Managing Partner Founder

Robert Skinner

Managing Partner, Founder

Frank McFarland

Founding Partner

Jeff Westsmith

Founding Partner

Eric Harrison

Co-CEO Founder

Alexander Brugger

Managing Director

Andrew Venturi

Senior Managing Director

Benjamin Steed

Senior Managing Director

Casey Beyel

Managing Director, Director

CFP® Sam Brumbaugh

Senior Director, Managing Director

Christie Olsson

Managing Director, Sr. Wealth Strategist

Daniel Lee

Senior Managing Director

Douglas Poetzsch

Managing Director

Frank Mason

Managing Director

Jennifer Young

Managing Director

Jesse Wood

Managing Director

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersFoster City, California
Year Founded2019

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