SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Overview

Sapient Private Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator for high-net-worth individuals, families and institutions. The firm runs a predominantly equity-oriented investment program, favoring exchange-traded securities as the core of client portfolios while also incorporating third-party managers where specialist exposure is needed. Sapient provides comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, and it acts as a selector of other advisers when clients require access to niche managers or private deals. The firm’s business model is primarily fee-based, charging a percentage of assets under management with the option for fixed-fee arrangements. Sapient is not positioned as an ESG-focused manager and describes active portfolio decision-making: the bulk of client assets are managed on a discretionary basis, enabling the firm to implement tactical shifts and manager allocations without needing client-level approvals for each trade.

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Location & Offices