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SEPIO CAPITAL, LP
SALT LAKE CITY, UT
(415) 915-3708
SEC #801-108889Total AUM
$5.6B
Employees
31Clients
295Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2795 E COTTONWOOD PARKWAY
SUITE 600
SALT LAKE CITY
UT 84121
United States
SUITE 600
SALT LAKE CITY
UT 84121
United States
Operating Hours
6:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(415) 915-3708
Other Offices
4
Financials
Total AUM
$5.6B
Accounts
374Discretionary
$5B
Accounts
297Non-Discretionary
$603.2M
Accounts
77
Clients
HNW Individual Clients
276AUM
$4.1B
Investment Company Clients
2AUM
$628M
Pooled Vehicle Clients
10AUM
$323.2M
Charitable Organization Clients
7AUM
$541.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SHARE IN ETF PROFITS AFTER EXPENSES
Compliance
Disclosures
None reported
State Registrations
AKARAZCACOCTDCDEFLGAHIIDKSMAMDMIMTNCNHNVNYOKORPASDTNTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.