A complete list of active advisors currently associated with Sapient Capital LLC

Warmer can help you find a great advisor at Sapient Capital LLC or one who fits your needs even better.

Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory services to individuals, high‑net‑worth families, trusts, estates, businesses, foundations and endowments, as well as pooled investment vehicles. The firm also acts as a sub‑advisor and sponsor to a registered ETF and advises or sub‑advises private funds. Portfolios are constructed from individual equities and bonds, mutual funds, ETFs and alternative investments with a primary long‑term orientation, using fundamental and technical analysis and periodic rebalancing; the firm may allocate portions of client portfolios to unaffiliated Independent Managers. Sapient Capital offers both discretionary and non‑discretionary management, ongoing oversight, and coordination with external specialists as part of wealth management and family‑office engagements. Sapient Capital’s profile is notable for its scale and structure: founded in December 2022, it reports over $13.7 billion in assets under management while operating with a relatively small advisory team (about 30 advisors) and roughly 980 clients. It also has several less common features for peers — it serves as sponsor and sub‑advisor to an ETF, operates affiliated SLP entities entitled to carried interest in private funds (and discloses mitigation steps such as foregoing wealth‑management fees on client capital invested in those funds), and provides bill‑payment family‑office services that have custody implications and annual surprise examinations.

To learn more about the advisors currently working at Sapient Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.