Benjamin Spencer Lazarus
Investment adviser representative at Epiq Partners, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$290.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vestry Street LLCJul 2026 to now
- Epiq Partners, LLCSep 2025 to now
- Capstone Investment AdvisorsJan 2022 to Jul 2025
- Parametric Portfolio AssociatesMay 2016 to Jan 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Epiq Partners, LLC
$290.9MAssets managed
93Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6188979
- Firm CRD
- 165139