RIA Intel›Advisers›Utah›SEPIO CAPITAL, LP

SEPIO CAPITAL, LP

Advisory

N·SALT LAKE CITY, UT

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

+31.9%

3-Year CAGR

+14.6%

Employees

18

Assets Under Management

Total AUM$5.6B

Discretionary AUM$5.0B

Non-Discretionary AUM$603M

Discretionary %89.3%

Total Clients266

Team

Total Employees18

Investment Advisers31

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record43

First FilingDec 22, 2016

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SEPIO CAPITAL, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.