EPIQ Capital Group, LLC provides high net worth and ultra‐high net worth families and other clients with a wide array of investment advisory and ancillary services. Our firm is a Delaware limited liability company and has been operating as an investment adviser since 2018. Our firm is owned by EPIQ Holdings LP, which is primarily owned and controlled by Chad Boeding. As a fiduciary, it is an investment adviser’s responsibility to provide fair and full disclosure of all material facts and to act in the best interest of each of our clients. We strive to achieve our fiduciary duty in part by knowing each client. We have high‐ quality, service‐oriented advisory practice with open lines of communication with clients to help meet their financial goals while remaining sensitive to risk tolerance, investment horizons, and other circumstances. Working with clients to understand their investment objectives while educating them about our process facilitates the kind of working relationship we value. Types of Advisory Services Offered Our goal is to help clients preserve and grow their capital while assisting with the management of financial, legal, tax and personal complexities that arise in connection with client wealth. Our investment advisory services include asset allocation, portfolio construction and comprehensive portfolio management. Asset Allocation Our firm assists clients in the review and establishment of an asset allocation model consistent with the client’s safe‐haven resources, investment objectives, risk tolerances, time horizon, liquidity needs, desired income, market conditions, appetite for actively managed investments, and/or other factors. We assist clients with recommendations to change and changes to each client’s asset allocation targets. Our objectives with the asset allocation model are to help clients manage liquidity needs, diversify asset class risk, minimize correlations, optimize for asset classes with higher expected risk‐adjusted returns, aim for best expected preservation of capital in downside scenarios, and ensure that illiquidity risks are balanced with reward potential. Each model allocation consists of recommended allocations to asset classes that include cash, investment grade fixed income, private credit, global equity, private equity, real estate, and other asset classes. Our allocation models are planning tools to facilitate evaluation of expected risk, return, and correlation characteristics of the various asset classes based on long‐term capital market assumptions. The model asset allocation characteristics are reviewed by our investment committee on a periodic basis. Once the appropriate asset class allocations are determined, we assist clients with deploying capital in their portfolios to achieve the desired allocation of assets among the classes (as discussed below in Portfolio Construction and Comprehensive Portfolio Management). 5 EPIQ Capital Group, LLC | Form ADV Part 2A: Firm Brochure Portfolio Construction and Comprehensive Portfolio Management To help clients achieve the recommended allocations to the various asset classes, our firm recommends the sub‐ advisory

services of third‐party investment advisory firms (“Portfolio Managers”) and investments, which includes separate account managers as well as investments in ETFs, mutual funds, private funds, and other investment structures. Before selecting and recommending a Portfolio Manager or other investment, such investments are subject to an underwriting process, which includes diligence reviews and assessment of the potential risk, reward, and other characteristics of the Portfolio Manager or investment. Recommendations also include sizing recommendations to maintain consistency with clients’ allocation models and current portfolio mix. While we work to help construct client portfolios, we also monitor and manage previous recommendations and facilitate changes to maintain the appropriate allocation mix and adjustments for changes to client circumstances. As part of the investment recommendation process, we also recommend and facilitate direct investments in private securities or other pooled vehicles, including funds of funds, using EPIQ special purpose vehicles (each a “Vehicle” and collectively, “Vehicles”). We use Vehicle structures for fund‐of‐fund if the underly fund manager requests it or the Vehicle facilitates other operational efficiencies. Except for instances where clients have delegated to us discretionary authority, clients authorize each recommended Portfolio Manager or investment for their portfolio on a Client Direction Letter, including investments through a Vehicle. Planning, Consulting and Other Services Ancillary to our portfolio construction and portfolio management services, our firm provides a variety of planning, consulting, and services to clients for the management of their financial resources. These services involve preparing a financial analysis or providing a financial consultation for clients based on the client’s financial goals and objectives. Such services relate to, among other things, investment planning, retirement planning, estate planning, charitable giving, education planning, corporate and personal tax planning, corporate structuring, asset purchases, real estate analysis and purchases, mortgage and debt analysis, insurance analysis and reviews, 10b5‐ 1planning, and lines of credit evaluation. For many of these services, under the client’s direction, we coordinate and work with a client’s other professional advisors, including attorneys, tax advisors, accountants, real‐estate professionals, and insurance brokers, to achieve the client’s desired outcome. We do not provide tax or legal advice. Portfolio Customization Because clients generally approve the asset allocation model as well as the recommended Portfolio Managers and investments, clients can customize each aspect of their portfolio, including placing reasonable restrictions on the types of investments made in a client portfolio. 6 EPIQ Capital Group, LLC | Form ADV Part 2A: Firm Brochure Regulatory Assets Under Management As of December 31, 2023, we had approximately $4.94 billion in regulatory assets under management of which $2.68 billion is discretionary and $2.26 billion is non‐discretionary.