DFX Intelligence

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RIA / WealthAdvisor27 years in industry

DONALD BRADFORD EDGREN

Advisor at SEPIO CAPITAL, LP

ALAMO, CA | SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87cef9e3-1aa8-60c3-e5a2-e2e6f4303344

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Sep 10, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Donald Bradford Edgren

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEPIO CAPITAL, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 20, 1999
First registration: Sep 10, 2004
Dual registered: no
Other names: BRAD EDGREN
IAPD individual key: 3271947

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEPIO CAPITAL, LP	Independent wealth	Jul 27, 2021	n/a	yes	SALT LAKE CITY, UT\|ALAMO, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 23, 2008	May 15, 2017	no	SAN FRANCISCO, CA\|ALAMO, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Sep 10, 2004	Apr 25, 2008	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SEPIO CAPITAL, LP	May 15, 2017	Jul 27, 2021	1,534	Firm change after gap	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 25, 2008	Apr 23, 2008	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:285645:CA:2017-05-15	May 15, 2017	Jul 27, 2021	ALAMO, CA	Firm change after gap

Relationships

Registered with (3)

→ SEPIO CAPITAL, LPRegistered adviserregistration: current employment
Jul 27, 2021 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 23, 2008 to May 15, 2017factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Sep 10, 2004 to Apr 25, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87cef9e3-1aa8-60c3-e5a2-e2e6f4303344
First observed: Sep 10, 2004
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DONALD BRADFORD EDGREN

Advisor at SEPIO CAPITAL, LP

ALAMO, CA | SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87cef9e3-1aa8-60c3-e5a2-e2e6f4303344

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SEPIO CAPITAL, LP

Independent wealth

Jul 27, 2021

n/a

yes

SALT LAKE CITY, UT|ALAMO, CA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Apr 23, 2008

May 15, 2017

SAN FRANCISCO, CA|ALAMO, CA

Previous registration

MORGAN STANLEY & CO. LLC

n/a

Sep 10, 2004

Apr 25, 2008

SAN FRANCISCO, CA|SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SEPIO CAPITAL, LP

May 15, 2017

Jul 27, 2021

1,534

Firm change after gap

Wirehouse to RIA

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 25, 2008

Apr 23, 2008

-2

Firm change

Other

Team

Left

Joined

From

Kind

7691:285645:CA:2017-05-15

May 15, 2017

Jul 27, 2021

ALAMO, CA

Firm change after gap