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

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