Sapient Investments LLC

Overview

Sapient Investments LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. Its service mix centers on financial planning and portfolio management for individuals, small businesses and corporate/institutional accounts. The firm runs discretionary strategies across client portfolios and combines pooled public funds with exposure to third-party alternative managers. The firm’s fee model uses a percentage-of-AUM structure alongside performance-based fees, which suggests they structure some client relationships or products around manager-outperformance or incentive-aligned strategies. Sapient is not positioned as a capital allocator; instead it sources external managers for alternative exposure. The firm is not an active ESG investor and maintains a single-office, accountant-affiliated practice profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices