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Multi Family OfficeAllocates capital directlyLAST VERIFIED Jul 2026 · 1 SOURCES

Sepio Capital

Multi family office in Salt Lake City, United States, founded 2017; estimated AUM $6B; focus on real estate, climate and education.

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Identity

HEADQUARTERS
Salt Lake City, United States
FOUNDED
2017
AUM
~$6B (2026, press estimate)

Investment approach

ROUTES
Direct investments

Overview

This multi family office is based in Salt Lake City, United States; it was founded in 2017. Its assets under management are estimated at $6B (2026); listed sector interests include real estate, climate, education and healthtech. It invests directly in companies; 4 people are named on its team.

People

  • John Beatson
    Partner and Co-Chief Investment Officer · source
  • Roger Carter
    Co-founder and Managing Director · source
  • Josh Carter
    Co-founder and Managing Director · source
  • Jim Sorenson
    Business Partner · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Sepio Capital is a multi family office based in Salt Lake City, the United States, founded in 2017.

Sepio Capital invests directly in companies.

Sepio Capital invests in Real Estate & PropTech, Climate & Energy, Education, HealthTech and Consumer & E-commerce.

Key people at Sepio Capital include Roger Carter (Co-founder and Managing Director), Josh Carter (Co-founder and Managing Director), John Beatson (Partner and Co-Chief Investment Officer) and Jim Sorenson (Business Partner).