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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2017
- Office Locations
- 4
Office Locations
About Sepio Capital, LP
Sepio Capital is a multi-family office and institutional investment advisor serving a select group of families and institutions. The firm provides investment advisory and family office services, including portfolio construction and planning support, with an emphasis on mission-aligned allocations. For institutions, Sepio operates as an extension of internal teams to augment analysis, manager access, and implementation across public markets and ETFs.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROGER ASHTON CARTER
Chief Compliance Officer, Chief Financial Officer, Limited Partner, MANAGING DIRECTOR
- CRD
- #874053
- Ownership
- 25% but less than 50%
JOHN HERBERT BEATSON JR.
Co-Chief Investment Officer, Limited Partner, MANAGING DIRECTOR
- CRD
- #3083596
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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BONNIE JEAN BAKALAR
Financial Advisor, General Partner
- CRD
- #2534861
CHRISTOPHER DAVID BARLOW
Director
- CRD
- #2928123
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,037,980,206 | $16,962,896 |
| Non-Discretionary | $603,229,975 | $7,834,156 |
| Total | $5,641,210,181 | $15,083,450 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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