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SEPIO CAPITAL, LP
CRD 285645 · SEC 801-108889
2795 E COTTONWOOD PARKWAY, SUITE 600, SALT LAKE CITY, UT, 84121, United States
Phone
(415) 915-3708
Fax
(415) 915-3708
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.64B
Discretionary AUM
$5.04B
Team
31 total employees; 18 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; SHARE IN ETF PROFITS AFTER EXPENSES
Org form
Limited Partnership
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 276 | $4.15B |
| Investment companies | 2 | $628.0M |
| Pooled investment vehicles | 10 | $323.2M |
| Charitable organizations | 7 | $541.9M |
States served
AK, AZ, AR, CA, CO, DE, DC, GA, ID, KS, LA, MD, MA, MI, MT, NE, NV, NY, NC, OK, OR, PA, TN, UT, VA, WY, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD