Sapiens Advisors

Overview

Sapiens Advisors is organized as a limited liability company that presents itself primarily as an allocator and advisory firm rather than a traditional, asset-managing RIA. The firm lists a mix of fee arrangements — percentage of assets, hourly, fixed fees and other structures — and provides portfolio management services for individuals and small businesses as well as for businesses or institutional clients. It also identifies "selection of other advisers" among its advisory activities, which indicates a focus on sourcing or overseeing third‑party managers rather than running a large in‑house investment platform. The firm is identified as a domestic entity with individual ownership and is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. Industry affiliation includes a real estate broker role, suggesting the firm may combine advisory work with real estate brokerage or transactional activity. Registration details in the record are limited, and the firm’s regulatory standing and SEC registration year are not specified.

Assets & Accounts

Investments & Alternatives

Location & Offices