A boutique multi-family office serving a select group of ultra-high-net-worth clients and their families.
EPIQ Capital Group, LLC (“EPIQ”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where EPIQ and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes (“epiqcg.com”). Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. There can be no assurances that EPIQ’s investment strategies will be successful. No advice may be rendered by EPIQ Capital Group, LLC unless a client service agreement is in place.
We provide investment information that we believe to be useful and accurate. There are many different interpretations of investment statistics and different ideas about how to best use them. None of these offer guarantees.
The products and services referred to on this website are offered by or through EPIQ Capital Group, LLC. The products and services and the applicable terms and conditions may change at any time. There may be eligibility requirements for these products and services, and they may not be available in all geographic areas. Registration as an investment adviser does not imply any special skill or training. The information contained in this website (“epiqcg.com”) is not a solicitation to sell securities or investment services where such an offer would not be legal. Neither the information nor any opinion expressed in the site constitutes an offer to buy securities or financial instruments or provide any investment advice or service. The information in the site is descriptive of our philosophy. But, the services, securities and instruments described may not be available to or suitable for you.
Investors should consult their personal tax advisor for tax advice about their specific situation prior to making any investment decisions with tax consequences. EPIQ does not offer tax advice.
NO SECURITIES OFFERING OR INVESTMENT ADVICE
The information on this Website (the “Information”) is not intended as and does not constitute investment advice or an offer of investment advice, legal or tax advice, an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The Information should not be construed as EPIQ’s endorsement, recommendation or sponsorship of any company or security. There are inherent risks in relying on, using or retrieving the Information, including but not included to the risk that any such Information is or becomes untimely, is or becomes erroneous due to technical or other errors, is incomplete, and/or other risks related to the display, source or accuracy of the Information, including risks that may be currently unknown to EPIQ. You should carefully evaluate all Information, and you should seek the advice of professionals, as appropriate, to evaluate any data, Information, product or service. Private funds or other private investments sponsored, managed, recommended and/or advised by EPIQ are not offered through the Website. An offer regarding any private investment may be made only after you have received from EPIQ applicable subscription documentation and other legal documents concerning the investment at issue and have had the opportunity to discuss all matters concerning the prospective investment with your counsel and any other relevant advisers. The Website does not provide Information material to an investor’s decision to invest in any such investment, including, but not limited to, risk factors.
IMPORTANT PORTFOLIO AND PERFORMANCE INFORMATION
Portfolio Information (including the Information contained in any user-generated report) is based on data received from custodians, or in the case of limited partnership (or other private investment vehicles) or private placement positions, inputted data received from these entities or their designated administrators. The values and performance presented for private investment vehicles are preliminary, unaudited and subject to change. The Information provided may be subject to timing, reconciliation, or other differences than those reported by your custodians or other investment vehicles. Please refer to information provided directly to you from your custodians and investment vehicles as the primary source for holdings, cost basis and transactional data. If you feel you are not receiving any custodial statements or investment vehicle reports for assets managed by EPIQ, please contact your EPIQ client team promptly. The Information provided for your portfolio may also include unmanaged assets and brokerage or other investment accounts not managed by EPIQ. Users that have provided access to Information about assets not managed by EPIQ will see returns reflective of the Information provided. Net performance results reflect the deduction of advisory fees, brokerage or other commissions, and any other expenses. Performance results reflect the reinvestment or payment of dividends and other earnings. Any market or composite indices presented on the Website or included in a report are for informational purposes only. They should not be interpreted as a direct comparison to any strategies used by EPIQ to manage accounts or investments. Past performance is not indicative of future returns. Investing in securities involves risk of loss.
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REFERENCES TO PUBLICATIONS AND OTHER COMPANIES
References to any publication or any other company in the Website are for reference and informational purposes only and are not intended to suggest that any of such companies endorse, recommend or approve of the services, analysis or recommendations of EPIQ or that EPIQ endorses, recommends or approves the services or products of such companies.
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TERMINATION AND CANCELLATION
EPIQ may modify or terminate the Website and terminate your access to the Website without notice at any time and for any reason.
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