EPIC Funds
SEC RegisteredDifferentiated investments. Distinct results.
About the firm
Epic Funds is a boutique private market asset management firm specializing in differentiated strategies beyond the mainstream. They specialize in identifying and curating differentiated private market strategies that are often untapped by incumbent institutions, using a balance of qualitative analysis and data-driven underwriting.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Helping institutional investors and family offices incorporate uncorrelated assets into their portfolios by identifying and curating differentiated private market strategies, including specialty finance, corporate direct lending, transportation, real estate, private equity, and venture capital.
Who they serve
Institutional investors and family offices
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 9 | $166M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EPIC Funds has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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