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Bonnie Bakalar

Sepio Capital, LP
28 Years of Experience
Alamo, CA
View SEC Summary
View SEC Summary

Bonnie Bakalar is a registered investment advisor at Sepio Capital, LP, based in Alamo, CA, with 28 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 295 clients with $5.6B in assets under management.

Sepio Capital, LP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
295 clients
Average Client Portfolio
$19.1M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.50% to 1.00% annually depending on account size, complexity, reporting requirements, and investment strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3201 Danville Blvd, Suite 295, Alamo, CA, 94507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sepio Capital, LP
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - April 2017 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2005 - April 2017 · 11 yrs 10 mos
Banc of America Investment Services, INC.Broker
December 2003 - February 2004 · 2 mos
UBS Financial Services INC.
July 2001 - August 2003 · 2 yrs 1 mo
UBS Financial Services INC.Broker
July 2001 - August 2003 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
February 2000 - June 2001 · 1 yr 4 mos
Hambrecht & Quist LLCBroker
May 1999 - February 2000 · 9 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - May 1999 · 1 yr 8 mos
Alex. Brown & Sons IncorporatedBroker
December 1996 - September 1997 · 9 mos
Prudential Securities IncorporatedBroker
October 1996 - November 1996 · 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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