SEPIO CAPITAL, LP

2795 E Cottonwood Parkway
Suite 600
Salt Lake City, Utah 84121
Tel: (415) 915-3708

About SEPIO CAPITAL, LP

SEPIO CAPITAL, LP, formally registered with the SEC as SEPIO CAPITAL, LP. The firm was established in 05/12/2017. They have over 4 offices throughout the country.

SEPIO CAPITAL, LP is a Salt Lake City, Utah based Financial Planning firm with nearly $6,672,033,386 assets under management, offering retirement planning & investment advisory services to 1963 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285645
SEC#	801-108889
Assets Managed by Firm	$6,672,033,386
No. of Clients	1963
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (SHARE IN ETF PROFITS AFTER EXPENSES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1963	$6,672,033,386
High net worth individuals	220	$5,176,299,019
Charitable organizations	11	$569,162,325
Corporations or other businesses	Fewer than 5 clients	$12,392,517

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	$6,316,870,974	18	53

Explore More Retirement Advisors in Salt Lake City, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.