Sepio Capital LLC
Legal Name: SEPIO CAPITAL, LLC
Full Contact Details
Sepio Capital LLC
50 CALIFORNIA STREET, SUITE 3525, SAN FRANCISCO, CA
(415) 915-3708
Other Info
Sepio Capital LLC is a Delaware-based Limited Liability Company with a team of 18 employees, 15 of whom serve in advisory roles. While the number of clients served is undisclosed, the firm's SEC status is listed as Approved, with a registration date of May 12, 2017.
Sepio Capital
familiesinstitutionsinsightsclient loginclient loginMenusurrounds and supportsan exceptional network ofFAMILIES and institutionsSepio is a multi-family office and institutional investment advisory firm dedicated to serving a select group of clients These unique clients partner with Sepio to amplify …
Direct Owners
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DONALD BRADFORD EDGREN
MANAGING MEMBER owns less than 5%
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JOSHUA ROGER CARTER
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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ROGER ASHTON CARTER
MANAGING MEMBER owns less than 5%
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SEPIO CAPITAL HOLDINGS, LLC
MANAGING MEMBER (HOLDING COMPANY) owns 75% or more
Indirect Owners
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DONALD BRADFORD EDGREN
MANAGING MEMBER
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JOSHUA ROGER CARTER
MANAGING MEMBER owns more than 25% but less than 50%
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ROGER ASHTON CARTER
MANAGING MEMBER owns more than 50% but less than 75%
Prime Brokers
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WELLS FARGO PRIME SERVICES, LLC
United States