Sepio Capital
Overview
Sepio Capital is a multi-family office and institutional investment advisory firm dedicated to serving a select group of clients. The firm manages assets for affluent families, institutions, and trusts, offering investment management, estate planning, and alternative fund access. Sepio Capital operates as an extension of its clients' teams, providing tailored financial solutions to meet their unique needs. Founded in 2017 by father-and-son advisors Roger and Josh Carter, Sepio Capital has grown to become a prominent player in the investment advisory space. The firm is headquartered in Salt Lake City, Utah, and has expanded its presence with additional offices in Alamo, California, and Jackson, Wyoming. Sepio Capital's team comprises experienced professionals committed to delivering personalized financial strategies. Sepio Capital's investment approach is characterized by a focus on private equity and venture capital, targeting seed to late-stage investments across various sectors, including technology, healthcare, security, and the future of work. The firm emphasizes a collaborative approach, working closely with clients to align their investment portfolios with their financial goals and values. Sepio Capital's commitment to excellence and client-centric philosophy has established it as a trusted partner in the investment advisory industry.
Investment Focus
- Accredited Investors
- High Net-Worth Individuals
- Institutional Investors
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Frequently asked questions about Sepio Capital
What sectors does Sepio Capital invest in?
Sepio Capital invests in Technology, Healthcare, Future Of Work and Security, and is based in San Francisco, California, United States. Sepio Capital is listed as a family office in the ConnectSafely investor database.
What stage does Sepio Capital invest at?
Sepio Capital backs companies at Seed, Early Stage, Growth and Late Stage.
Which regions does Sepio Capital invest in?
Sepio Capital invests across United States.
Who are the partners at Sepio Capital?
Team members listed for Sepio Capital include Regina Kolhede (Vice President) and Roger Carter (Managing Director Founder).
How do I contact Sepio Capital?
Sepio Capital's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
