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BRIDGING CAPITAL & STRATEGY FORENDURING PARTNERSHIPS

Providing Capital Solutions and Strategic Advice for Real Estate Operators and Investment Managers

We align sophisticated institutional investors with strategically differentiated investment managers.

Integrity in Execution

We uphold disciplined standards, transparency, and accountability in every mandate.

Data-Driven Insight

We transform complex market intelligence into clear, strategic direction.

Partnership Mindset

We work shoulder-to-shoulder with clients, acting as an extension of their team.

WE ARE MORE THAN A PLACEMENT AGENT

We Are Strategic Allies, Standing Shoulder-To-Shoulder With Investors And Clients In Pursuit Of Lasting Investment Success

Relationship-Oriented

Results-Driven

Knowledgeable

Principled

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OUR EXPERIENCED TEAM

Track record of raising over $5 billion* of capital spanning multiple market cycles across
all property types and investment structures and a diverse group of investors by being

Epic Advisory stands precisely at the strategic intersection of GPs and LPs

Service for Your Development

We provide strategic capital solutions
designed to support your growth.

Strategic Capital Solutions for Real Estate Operators & Investment Managers

Capital Raising

Executing tailored strategies to help managers access institutional capital efficiently

Market Positioning

Aligning your firm's story with investor expectations to improve engagement and visibility

Relationship Building

Establishing long-term, sustainable relationships between management teams and the right LPs

Strategic Advisory

Offering clear, actionable guidance to strengthen operations and positioning across market cycles

Special Projects

Customized support for unique or time-sensitive initiatives across capital markets and fundraising.

Outsourced Marketing

Managing investor communications and marketing efforts to ensure consistent outreach and engagement

35+ Years Industry Expertise

27+ Years Advisory Experience

Proven $5B+ Capital Raise Track Record

Reliable & Principled Partners

Former Investment Managers & Allocators

DETAILED TRACK RECORD BY MANDATE

With over $5 billion raised, including nearly $500mm directly attributable to Epic since 2020, our track record

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EPIC ADVISORY LLC

Best Business Strategy

BRIDGING CAPITAL & STRATEGY FORENDURING PARTNERSHIPS

We align sophisticated institutional investors with strategically differentiated investment managers, creating pathways that go beyond simple introductions

Trust

We understand the processes, structures, and fiduciary responsibilities required to quickly identify true sources of institutional capital and drive confident decision-making

Transparency

Dedicated senior-level engagement ensures accountability, clarity, and accurate expectation management across every stage of the partnership.

Alignment

We evaluate performance, cultural fit, and operational objectives to ensure long-term alignment with investor expectations and portfolio goals.

ABOUT EPIC ADVISORY

Providing Capital Solutions and Strategic Advice for Real Estate Operators and Investment Managers

Capital raising from institutional investors

Providing capital solutions and strategic guidance to real estate operators and
investment managers as an experienced intermediary with a methodical approach to

Public Pension Fund (PPF)
Endowment & Foundation (E&F)
Consultant (Con)

Sovereign Wealth Fund (SWF)
Wealth Managers & Family Offices (FA/FO)
Insurance Companies (Ins)

WE ARE MORE THAN A PLACEMENT AGENT

We are strategic allies, standing shoulder-to-shoulder with investors and clients in pursuit of lasting
investment success that endures beyond a single transaction or fund.

Capital Raising Success Rate

Manager Selection Accuracy

Institutional Investor Network

Real Consulting Success: Inspiring Case Studies for Growth & Innovation.

Got A project in mind?

PILLARS OF OUR PARTNERSHIP

In partnering with Epic, investors access more than opportunities—they leverage deep intelligence, thoughtful insights and trusted stewardship, which are essential in today’s competitive landscape.

Entrepreneurial

Independence allows us the flexibility and creativity to customize strategies to the specific needs of each investor.

Our priority is to forge scalable, sustainable relationships between high-quality investment management teams and institutional LP capital.

Intentional

It is our methodical, intentional approach that investors and clients value most in successfully bridging the GP / LP gap.

Our disciplined vetting process evaluates investment teams across rigorous quantitative and qualitative criteria.

Collaborative

Epic’s philosophy is rooted in genuine partnership.

As former investment managers, allocators and institutional investors, we understand the myriad of challenges GPs and LPs face.

In partnering with Epic

The expert teams member

Trusted Specialists with Years of Proven Experience

Let’s Build Something Meaningful Together

EPIC LLC Advisory partners with investment managers, operators, and businesses seeking clarity, capital, and long-term alignment.

Email: swest@epicadvisoryllc.com

President, Epic Advisory LLC (917) 364-1711

EPIC ADVISORY

Address:
Miami, FL

EPIC ADVISORY

Address:
Miami, FL

EPIC ADVISORY

Address:
Washington, DC.

EPIC ADVISORY

Address:
Washington, DC.

Epic Advisory

Address:
New York, NY.

Epic Advisory

Address:
New York, NY.