You're signed outSign in or to get full access.
Sepio Capital, LP
Sepio Capital, LP is a multi-family office and institutional investment advisory firm founded in 2018 and headquartered in San Francisco, California. The firm manages over $6 billion in assets and provides discretionary investment management and customized solutions for families and institutional clients. Sepio acts as a fiduciary, serving a select group of clients, including families and institutions, aiming to help them align portfolios with their missions and achieve long-term goals. The firm employs an experienced team to deliver personalized investment strategies and comprehensive financial oversight.
Investment Strategy
Sepio Capital, LP focuses on delivering customized investment solutions for both families and institutional clients, utilizing discretionary investment management with an emphasis on aligning assets to reshape the world for good. The firm takes a fiduciary approach, crafting diversified portfolios that reflect each client's unique priorities and risk tolerance, integrating traditional and alternative investments to optimize long-term risk-adjusted returns. They also emphasize mission-aligned investing for their institutional clients, assisting in portfolio construction, analysis, and ongoing oversight.
Latest 13F Filing Activity
Sepio Capital, LP filed their most recent 13F report on Jun 30, 2025 disclosing 272 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Upstart HLDGS Inc., Nvidia Corporation among other positions. Sepio Capital, LP reduced exposure to Vanguard Index FDS, Abbvie Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (272)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.77% | $95.2M | 167,536 | $343.98 | $568.03 | +$9.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.90% | $54.8M | 960,387 | $42.63 | $57.01 | +$6.3M |
A ABBV | ABBVIE INC | 2.77% | $38.9M | 209,735 | $173.26 | $185.62 | -$9.1M |
V VTV | VANGUARD INDEX FDS | 2.48% | $34.9M | 197,244 | $144.75 | $176.74 | +$552.2K |
A ABT | ABBOTT LABS | 2.25% | $31.6M | 232,524 | $110.01 | $136.01 | -$296.9K |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Associate | United States | |
 | Investment Associate | Provo, UT , United States | |
 | Investment Analyst | Salt Lake City, UT , United States | |
 | Investment Analyst | Provo, UT , United States | |
 | Associate | San Francisco, CA , United States | |
H Hyuksun Kwon | Investment Analyst | Salt Lake City, UT , United States | |
 | Investment Associate | United States | |
 | Associate | Salt Lake City, UT , United States | |
 | Analyst | Thousand Oaks, CA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more