John Beatson has been Limited Partner, Co-Chief Investment Officer, Managing Director of Sepio Capital since January 2022, is a control person of the firm and directly owns between 10% and 25% of it.
Sepio Capital, LP is a Salt Lake City, UT firm with $5.64B under management, 295 clients and 18 advisers across 5 offices, as of its April 2026 filing.
John Beatson’s longest registration was 9 years at Marshfield Associates (2009–2019). Before joining Sepio Capital in 2018, John Beatson was registered through Marshfield Associates.
- Sepio Capital, LPCurrent– present · 8 yearsSalt Lake City, UT · Adviser representative · Firm CRD 285645
- Marshfield Associates– · 9 yearsWashington, DC · Adviser representative · Firm CRD 150614
Investment adviser representative registrations
John Beatson is registered as an investment adviser representative in Utah, since July 2021.
- UtahSince 26 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 2003 |
| Series 55 | Limited Representative-Equity Trader Exam | 4 February 2000 |
| Series 7 | General Securities Representative Examination | 21 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- John Herbert Beatson
- CRD
- 3083596
- Firm
- Sepio Capital · CRD 285645
- Role
- Limited Partner, Co-Chief Investment Officer, Managing Director
- Office
- 2795 E Cottonwood Pkwy., Suite 600, Salt Lake City, UT 84121
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does John Beatson work?
John Beatson has been Limited Partner, Co-Chief Investment Officer, Managing Director of Sepio Capital, LP since January 2022, and is a control person of the firm.
Is John Beatson a financial advisor?
Yes. John Beatson has a current investment-adviser registration in Utah, through Sepio Capital since September 2018.
How many years of experience does John Beatson have?
John Beatson has 17 years in the financial industry, since September 2009, across 2 adviser firms.
What exams has John Beatson passed?
John Beatson has passed 4 licensing exams: the Series 7, Series 55, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1999.
Where is John Beatson based?
John Beatson’s registered office is in Salt Lake City, UT.
Is John Beatson registered with FINRA?
No. John Beatson has no current broker registration.
How can I verify John Beatson’s record?
Search CRD 3083596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Beatson’s full registration record.