Limited Partner, Co-Chief Investment Officer, Managing Director · Sepio Capital, LP
John H. Beatson
CRD 3083596 · Named on Form ADV at one SEC-registered adviser
At a glance
Sepio Capital, LP, an SEC-registered wealth manager based in Salt Lake City, UT with $5.6 billion in regulatory assets, lists John H. Beatson on its Form ADV as Limited Partner, Co-Chief Investment Officer, Managing Director, a control person.
Firms and roles
- Sepio Capital, LPLimited Partner, Co-Chief Investment Officer, Managing DirectorWealth manager · Salt Lake City, UT · $5.6B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Joshua R. CarterLimited Partner, Sepio Capital, LP
- Donald B. EdgrenLimited Partner and Managing Director, Sepio Capital, LP
- Roger A. CarterLimited Partner and Managing Director, Sepio Capital, LP
- Hansen N RingerLimited Partner, Managing Director, Sepio Capital, LP
- Mitchell J. RencherLimited Partner, Managing Director, Sepio Capital, LP
1 more person named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.