Sepio Capital, LP

Registered investment advisor · Salt Lake City, Utah · CRD #285645

Assets Under Management

$5.6B

Client Accounts

374

Employees

CRD Number

285645

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Sepio Capital, LP

Sepio Capital is a multi-family office and institutional investment advisory firm based in Salt Lake City, Utah. Founded in 2017 by Roger and Josh Carter, the firm manages approximately $6 billion in assets for high-net-worth families, institutions, and trusts. Sepio Capital is SEC-registered and operates a Wyoming-chartered trust company. The firm offers a range of services, including investment management, family office services, estate planning, and access to alternative investments. They fo

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Sepio Capital, LP

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Frequently Asked Questions

What is Sepio Capital, LP's AUM?

Sepio Capital, LP reports approximately $5.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Sepio Capital, LP headquartered?

Sepio Capital, LP is headquartered in Salt Lake City, Utah.

What is Sepio Capital, LP's CRD number?

Sepio Capital, LP's CRD number is 285645. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.