firm profile
Sepio Capital, LP
Overview
Sepio Capital, LP is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2017. It reports $5.6B in assets under management across 374 accounts, with 31 employees. It has 19 investment adviser representatives.
- Reported AUM
- $5.6B
- Discretionary
- 89%
- Accounts
- 374
- Average account
- $15.1M
- Employees
- 31
- Advisory reps
- 19
- Registered since
- 2017
- Jurisdictions
- 33
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 7
- Donald Bradford Edgren Limited Partner, Managing Director CRD 3271947
- Hansen N Ringer Limited Partner, Managing Director CRD 6494755
- John Herbert Beatson Jr Limited Partner, Co-Chief Investment Officer, Managing Director CRD 3083596
4 more executive officers, with direct contact details
Advisory reps 3 of 19
- Bonnie Jean Bakalar Investment Adviser Rep CRD 2534861
- Christopher David Barlow Investment Adviser Rep CRD 2928123
- John Herbert Beatson Jr. Investment Adviser Rep CRD 3083596
16 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2795 E Cottonwood Pkwy Ste 600
Salt Lake City, UT 84121 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 33 jurisdictions
- Website: sepiocap.com
Every state, with registration dates
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