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SEPIO CAPITAL, LP

SALT LAKE CITY, UT · CRD 285645 · IAPD ↗ · sepiocap.com · (415) 915-3708

$5.64BRegulatory AUM
18Advisory reps
31Employees
0Clients
0Planning clients
10Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — SEPIO CAPITAL, LP notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SEPIO CAPITAL, LP notice-filed in AK, DC, DE, ID, KS, MA, MI, MT, NC, OK, OR, PA, SD, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — SEPIO CAPITAL, LP reported RAUM up 26% ($4.46B -> $5.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — SEPIO CAPITAL, LP notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — SEPIO CAPITAL, LP reported RAUM down 33% ($6.67B -> $4.46B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — SEPIO CAPITAL, LP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — SEPIO CAPITAL, LP shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2024 — SEPIO CAPITAL, LP reported RAUM up 32% ($5.06B -> $6.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.