SC

Sepio Capital

Sepio Capital: Market Research Report



Company Overview



Name, Mission of the Company


  • Company Name: Sepio Capital

  • Mission: Sepio Capital is dedicated to serving a select group of clients by amplifying and aligning their assets, currently managing approximately $6 billion, to reshape the world for good.


Founding Details


  • When Founded: No information is available.

  • Founders: No information is available.


Key People in the Company


  • Key People: No information is available.


Headquarters


  • Location: No information is available.


Employee Count


  • Number of Employees: No information is available.


Revenue


  • Revenue: No information is available.


Company Specialization


  • Known For: Providing multi-family office and institutional investment advisory services, bespoke public and private portfolios, advisory services like tax and estate planning, and institutional services such as portfolio allocation and mission alignment.


Products



Investment Services


  • High-Level Description: Sepio offers tailored investment opportunities and insights, designed to capture the best risk-adjusted returns across public and private markets for families and institutions.

  • Key Features:

  • Bespoke portfolio construction

  • Access to investment opportunities shared by peer families

  • Optimization of allocations across every asset class


Advisory Services


  • High-Level Description: Comprehensive advisory services aimed at managing clients' lives, preserving legacies, and maximizing philanthropic impact.

  • Key Features:

  • Legacy Planning: Strategies for long-term wealth preservation

  • Estate Planning: Tailored estate strategies to meet personal objectives

  • Tax Planning: Time-tested tax strategies

  • Simplified Financial Management: Services covering everything from aircraft leasing to art acquisition and insurance consulting


Specific Advisory Services


  • High-Level Description: Additional customized services to simplify the financial complexities of clients’ lives.

  • Key Features:

  • Aircraft Leasing

  • Art Acquisition

  • Next Generation Training

  • Insurance Consulting

  • Credit and Lending Consulting

  • Charitable Donation Administration

  • Cash Flow Budgeting and Forecasting

  • Bill Pay Services

  • Cash Management

  • Real Estate Property Management

  • Asset Acquisition Consulting

  • Exit Planning Consulting


Institutional Services


  • High-Level Description: Services tailored specifically for institutions to optimize their portfolios and maximize impact.

  • Key Features:

  • Portfolio Allocation: Role-based framework for asset allocation

  • Outsourced CIO: Delegated investment management services

  • Mission Alignment: Portfolios aligned with the institution’s mission

  • Manager Research: Diligence on thousands of fund managers across various market sectors


Recent Developments



New Products Launched


  • No information is available.


New Features Added to Existing Products


  • No information is available.


New Partnerships


  • No information is available.





The above report consolidates all available data on Sepio Capital and its offerings, focusing purely on the supplied information without added commentary.