Sepio Capital

Alamo, United States Founded: 2017 • Age: 9 yrs
Offers investment advisory and asset management to families and institutions worldwide.

About Sepio Capital

Sepio Capital is a Financial Services company based in Alamo (United States) founded in 2017. It offers investment advisory and asset management to families and institutions worldwide. It operates on a B2B model. Sepio Capital offers products and services including Investment Advisory. Its focus areas include Finance, Investment Advisory, Wealth Management and Multi-Family Office.

Company details

Sepio Capital is a multi-family office and institutional investment advisory firm that manages approximately 6 billion in assets for select clients. It focuses on aligning portfolios with client missions, providing financial management services to allow families to pursue their passions. The firm serves both families and institutions by extending their teams, offering analysis, access, and allocations. Based in the United States, Sepio operates from locations like Salt Lake City and Jackson, emphasizing trust and partnership without providing tax or legal advice.

  • Headquarters Alamo, United States
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website sepiocap.com

Products & Services of Sepio Capital

Sepio Capital offers a comprehensive portfolio of products and services, including Investment Advisory.

Investment Advisory
Financial Services

Advisory for asset management and portfolio alignment.

People of Sepio Capital

15 people are tracked at Sepio Capital (11 in leadership, 4 in team).

NameRoleGroup
Kaitlin Carey
DirectorLeadership
Steve Edgren
DirectorLeadership
Hansen Ringer
Managing DirectorLeadership
Natasha Thomas
Growth Equity PartnerLeadership
Christopher Barlow
DirectorLeadership
Brad Edgren
Managing DirectorLeadership
Regina Kolhede
Vice PresidentLeadership
Bridger Thomas
Growth Equity PartnerLeadership
King Hung
Vice PresidentLeadership
John Beatson
Managing DirectorLeadership
Mitch Rencher
Managing DirectorLeadership
Supreet Shah
Investment AssociateTeam
Jackson Casper
Investment AssociateTeam
Katie Anderson
AssociateTeam
Alex Rahm
Investment AssociateTeam
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Top companies in Single Family Offices

3 companies that operate in the same segment as Sepio Capital (Single Family Offices) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Diversified asset management services are offered by EPIQ.
2018San Francisco, California, United States58
Family office of Alison Davis and Matthew C. Le Merle
2005San Francisco, California, United States
Develops & builds residential & commercial buildings backed by the Durse Family
1915New York, New York, United States
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Related news about Sepio Capital

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Frequently Asked Questions about Sepio Capital

Sepio Capital was founded in 2017.

Sepio Capital is headquartered in Alamo, United States. It is registered at Alamo, California, United States.

Sepio Capital is a multi-family office and institutional investment advisory firm that manages approximately 6 billion in assets for select clients. It focuses on aligning portfolios with client missions, providing financial management services to allow families to pursue their passions. The firm serves both families and institutions by extending their teams, offering analysis, access, and allocations. Based in the United States, Sepio operates from locations like Salt Lake City and Jackson, emphasizing trust and partnership without providing tax or legal advice.

Sepio Capital offers Investment Advisory.

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