This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 22, 2025 and April 27, 2026, reported AUM increased 26.3%, from $4.5B to $5.6B.
Across 5 reported observations, AUM decreased 9.6% between May 17, 2022 and April 27, 2026, from $6.2B to $5.6B.
Of the latest reported AUM, 89.3% is discretionary and 10.7% is non-discretionary.
The firm reports 18 advisory representatives and 295 clients, or 16.4 clients per representative. That equates to $19.1M in reported AUM per client.
The profile lists 4 reported office locations and 9 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Sepio Capital, LP's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Sepio Capital, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Sepio Capital, LP has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sepio Capital, LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing