Sepio Capital, LP

Sepio Capital, LP (CRD# 285645) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $5,059,745,774 in 2,315 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,060
    MILLION
  • Total Number of Accounts
    2,315
    ACCOUNTS
  • Average Account Value
    $2,185,635
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, LA, MD, NE, NH, NV, NY, TN, TX, UT, WY

Financial Advisors at Sepio Capital, LP
Showing 1 - 10 of 15 top financial advisors.
1
Bonnie J. Bakalar
CRD#: 2534861
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Bonnie Bakalar (CRD# 2534861) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 27 years of experience in the finance industry.

2
Christopher D. Barlow
CRD#: 2928123
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Christopher Barlow (CRD# 2928123) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 26 years of experience in the finance industry.

3
John H. Beatson
CRD#: 3083596
2795 E Cottonwood Pkwy., Suite 600, Salt Lake City, UT 84121

John Beatson (CRD# 3083596) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 20 years of experience in the finance industry.

4
Joshua R. Carter
CRD#: 4654422
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Joshua Carter (CRD# 4654422) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 20 years of experience in the finance industry.

5
Roger A. Carter
CRD#: 874053
2795 E Cottonwood Pkwy, Suite 600, Salt Lake City, UT 84121

Roger Carter (CRD# 874053) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 44 years of experience in the finance industry.

6
Donald B. Edgren
CRD#: 3271947
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Donald Edgren (CRD# 3271947) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 24 years of experience in the finance industry.

7
Steven W. Edgren
CRD#: 4725087
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Steven Edgren (CRD# 4725087) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 20 years of experience in the finance industry.

8
Joseph R. Harvey
CRD#: 7061047
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Joseph Harvey (CRD# 7061047) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 4 years of experience in the finance industry.

9
Garrett B. Hill
CRD#: 6406536
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Garrett Hill (CRD# 6406536) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 8 years of experience in the finance industry.

10
Hansen N. Ringer
CRD#: 6494755
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Hansen Ringer (CRD# 6494755) is an Investment Advisor Representative working at Sepio Capital, LP in Salt Lake City, UT and has over 7 years of experience in the finance industry.

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