Sepio Capital, LP
Sepio Capital, LP (CRD# 285645) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $6,672,033,386 in 1,963 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management6,672MILLION
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Total Number of Accounts1,963ACCOUNTS
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Average Account Value$3,398,896
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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)
AZ, CA, CO, CT, FL, GA, LA, MD, NE, NH, NV, NY, TN, TX, UT, WY
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.