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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.