Sepio Capital, LP

RIASEC Registered

Total AUM

$5.6B

Discretionary

$5B

89% of AUM

Avg account

$15.1M

Accounts

374

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 285645
Registered since: May 12, 2017
Website: www.sepiocap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI73.53%
Investment Companies11.13%
Charitable Organizations9.61%
Pooled Investment Vehicles5.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sepio Capital, LP is a limited partnership that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides a range of advisory services—financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting, and selection of other advisers—and charges a mix of AUM-based, fixed and performance fees. Sepio Capital is registered with the SEC, having first registered in 2017. The firm identifies as an active ESG investor and is affiliated with trust companies and pooled-vehicle sponsor/GP roles. For two consecutive years Sepio Capital was listed by Forbes among its Top RIA Firms (2023 and 2024), indicating industry recognition for its advisory platform and client footprint.