SEPIO CAPITAL, LP

Overview

Sepio Capital, LP is a limited partnership operating as an independent registered investment adviser that registered with the SEC in 2017. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services cover financial planning and portfolio management across individual, pooled vehicle, business/institutional and investment-company structures, along with pension consulting and selection of other advisers. Sepio uses a mix of fee arrangements — percentage of assets under management, fixed fees and performance-based fees among them — and identifies itself as an active ESG investor. The firm also holds roles across the industry as a trust company sponsor and as a general partner/managing member for pooled investment vehicles. Sepio has been recognized by Forbes in industry lists, appearing on Forbes’ America's Top RIA Firms in 2023 and again on its Top RIA Firms list in 2024.

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