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 $5,059,745,774 assets under management, offering retirement planning & investment advisory services to 2315 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285645
SEC#	801-108889
Assets Managed by Firm	$5,059,745,774
No. of Clients	2315
No. of Advisors	29

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based
Other(SHARE IN ETF PROFITS AFTER EXPENSES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2315	$5,059,745,774
High net worth individuals	266	$3,999,291,797
Charitable organizations	11	$720,930,880
Corporations or other businesses	Fewer than 5 clients	$15,539,487

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