Sapiens Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sapiens Advisors offers investment advisory and consulting services to high‑net‑worth individuals, corporations, institutions, and other entities, providing both discretionary and non‑discretionary portfolio management and tailored Investment Policy Statements. The firm also delivers administrative support and periodic portfolio evaluations, and may accept accounts below its stated minimum at its discretion.
The firm combines third‑party macroeconomic research with its own analysis to build customized asset allocations aimed at capital preservation and capital appreciation, using instruments such as equities, fixed income, derivatives, and emerging‑market exposures as appropriate. Sapiens may engage third‑party service providers and other advisers or sub‑advisors to support its strategies, and it offers a mix of fee arrangements that include asset‑based management fees as well as fixed and hourly consulting fees.
A distinguishing feature of the firm is its affiliation with a real estate company through indirect common ownership and shared personnel; the brochure discloses related conflict‑of‑interest policies and approval processes when affiliated opportunities are considered. The adviser is newly established and reported no assets under management as of May 2026, and it does not act as a private fund adviser.
Client services
Expertise
Fee options
Flat fees typically for administrative services or sub-advisory/administrative services, negotiated per client
<$1,000,000 - $1,000,000: 2.00% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $50,000,000: 1.00% >$50,000,001+: 0.50%
Minimum hourly consulting fee of $1,000/hr
Account minimum: $1,000,000 Fee-only: Fixed fees ranging from $1,000 up to $100,000 per engagement; Minimum hourly consulting fee of $1,000/hr, actual hours invoiced
Main office
55 Merrick Way, Suite 218
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida
Also doing business as
Sapiens Advisors · Sapiens Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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