Sepio Capital
Sepio Capital is a multi-family office headquartered in Salt Lake City. Founded in 2017 by father-and-son advisors Roger and Josh Carter after spinning out a multi-billion-dollar Merrill Lynch private wealth practice, the firm manages assets for affluent...
Sepio Capital
Sepio Capital is a multi-family office headquartered in Salt Lake City. Founded in 2017 by father-and-son advisors Roger and Josh Carter after spinning out a multi-billion-dollar Merrill Lynch private wealth practice, the firm manages assets for affluent families, institutions, and trusts through its SEC-registered advisory and Wyoming-chartered trust company, offering investment management, estate planning, and alternative fund access.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Salt Lake City
Corporate office
2795 East Cottonwood Parkway, Suite 600 Salt Lake City, Utah 84121
Frequently asked questions
What is Sepio Capital?
Sepio Capital is a multi family office headquartered in Salt Lake City.
Where is Sepio Capital headquartered?
Sepio Capital is headquartered in Salt Lake City, in the North America region.
What does Altss track for Sepio Capital?
Altss maintains an OSINT-verified profile of Sepio Capital covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Sepio Capital's website?
Sepio Capital's public website is www.sepiocap.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Sepio Capital?
Sepio Capital is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Sepio Capital?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Sepio Capital?
Sepio Capital's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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