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2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lombard Street Partners, Llc | Danville | CA | 03/2006 | 03/2018 |
| Sepio Capital, Llc | San Francisco | CA | 03/2018 | Present |
1) Punta Mita Hacienda LLC; 32 el alamo court, , Danville, Non US. 94526; Passive investor; 0 time spent; non investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-20 |
| S66 | Uniform Combined State Law Examination | 1997-09-23 |
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