Sepio Capital, LP

RIASEC RegisteredEst. 2017

Total AUM

$5.6B

Discretionary

$5B

89% of AUM

Avg account

$15.1M

Accounts

374

Employees

31

Advisory reps

19

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 formed in 2017 that functions as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee arrangements — asset-based fees, fixed fees and performance-linked fees — and provides a broad set of advisory services including financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting and selection of third‑party advisers. Sepio describes itself as an active ESG investor and is involved in sponsor and general‑partner roles for pooled investment vehicles. Forbes recognized the firm among its RIA rankings in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities40%
Private Funds24%
Public Funds/Mutual Funds21%
Cash & Cash Equivalents8%
US Government Bonds4%

Owners & executives

1 of 1

Roger Carter
Managing Director, Co-Chief Investment OfficerCRD 874053

Contacts

3 of 18

Blair Neeleman
Investment AnalystCRD 8177916
Joshua Carter
Managing DirectorCRD 4654422
John Beatson
Managing DirectorCRD 3083596

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 115

Active vs passive

$1.5B in ETFs

Passive

48%

$726M

Active

41%

$784M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
BUSHIDO CAPITAL US EQUITY ETF (SMRI)	Bushido Capital	Active	Large Value	$556M	13,553,115	36.82%

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Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area: Salt Lake City-Provo-Orem, UT
Region: West
County: Salt Lake
Address: 2795 E Cottonwood Pkwy
Time zone: MT (UTC-7)
Office locations

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