SALT LAKE CITY, UTCRD 285645Latest ADV April 27, 2026
Sepio Capital, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated April 27, 2026, reports $5.6B in regulatory assets under management, 31 employees, 4 offices, and 374 accounts.
Assets Under Management
$5.6B
Employees
31
Offices
4 offices
Total Clients
295
Primary office
SALT LAKE CITY, UT
2795 E COTTONWOOD PARKWAY, SUITE 600, SALT LAKE CITY, UT, United States
Top client segmentHNWI represent 93.6% of total clients.
Top client categories% of clientsClients
1
HNWI
93.6%
276
2
Pooled Investment Vehicles
3.4%
10
3
Charitable
2.4%
7
4
Investment Cos.
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of April 27, 2026
Discretionary89.3%
$5.0B
89% of total RAUM89.3%
Non-discretionary10.7%
$603M
11% of total RAUM10.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts374
10Y AUM Change+$5.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee10:1
10Y Employee Change+30 (+3000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.