DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

JOHN HERBERT BEATSON

Advisor at SEPIO CAPITAL, LP

SALT LAKE CITY, UT | 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:c150e633-1970-e9f8-238d-b6adb3821589

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 24, 2009 to Sep 14, 2026

Across DFX

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

Private Equityidentity

John Herbert Beatson

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: May 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 10, 2003
First registration: Sep 24, 2009
Dual registered: no
Other names: JOHN HERBERT BEATSON|JOHN HERBERT BEATSON
IAPD individual key: 3083596

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 26, 2021	n/a	yes	SALT LAKE CITY, UT\|Salt Lake City, UT	Current employment
MARSHFIELD ASSOCIATES	Independent wealth	Sep 24, 2009	Apr 24, 2019	no	WASHINGTON, DC	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
MARSHFIELD ASSOCIATES	SEPIO CAPITAL, LP	Apr 24, 2019	Jul 26, 2021	824	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ SEPIO CAPITAL, LPRegistered adviserregistration: current employment
Jul 26, 2021 to presentfactForm ADV
→ MARSHFIELD ASSOCIATESRegistered adviserregistration: previous registration
Sep 24, 2009 to Apr 24, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c150e633-1970-e9f8-238d-b6adb3821589
First observed: Sep 24, 2009
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.

JOHN HERBERT BEATSON

Advisor at SEPIO CAPITAL, LP

SALT LAKE CITY, UT | 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:c150e633-1970-e9f8-238d-b6adb3821589

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SEPIO CAPITAL, LP

Independent wealth

Jul 26, 2021

n/a

yes

SALT LAKE CITY, UT|Salt Lake City, UT

Current employment

MARSHFIELD ASSOCIATES

Independent wealth

Sep 24, 2009

Apr 24, 2019

WASHINGTON, DC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MARSHFIELD ASSOCIATES

SEPIO CAPITAL, LP

Apr 24, 2019

Jul 26, 2021

824

Firm change after gap

RIA to RIA