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Sapient Capital Management

Full company profile

uuid000a5sa

Namestring
Sapient Capital Management
Legal namestring
Sapient Capital, LLC
Websiteurl
sapientcapital.com
Company typeenum
Private
Founded yearint
2023
Short descriptiontext

Sapient Capital Management is an independent Registered Investment Advisor serving ultra-high-net-worth individuals, families, endowments, and foundations from five U.S. offices, with $11B+ in assets under management and integrated investment advisory, wealth planning, and family office services.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersWilson, United States
HQ citystring
Wilson
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private wealth management, investment advisory services, family office solutions, consolidated financial reporting, alternative investment platform
Industry2 codes
1Private Banking & UHNW Wealth Advisory
CodeFSAEABACPrimaryYes
2Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments)
CodeFSAAABAHPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Funds, Trusts, and Other Financial Vehicles525
SIC code1 code
  • Investment Advice6282
Product category
Private Wealth Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees
TypeSubscription Recurring
Description

As a Registered Investment Advisor (RIA), Sapient Capital generates revenue through investment advisory fees, charging for comprehensive wealth management services including investment advisory and management, consolidated financial reporting, wealth planning, legacy and succession planning, family office services, and access to a network of specialists and industry experts.

sapientcapital.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Sapient Capital is an independent Registered Investment Advisor providing holistic private wealth management to ultra-high-net-worth individuals, families, endowments, and foundations. Core offerings include investment advisory and management (public and private markets), consolidated financial reporting, wealth planning, legacy and succession planning, family office services, and access to a network of specialists. Each client is served by a dedicated team of Partner/Wealth Advisors operating across five U.S. offices with $11B+ in assets under management.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Sapient Capital is an independent registered investment advisor (RIA) providing holistic private wealth management services to ultra-high-net-worth individuals, families, endowments, and foundations. The firm operates as a unified service offering with multiple integrated capabilities: Investment Advisory & Management (including an Alternative Investment Platform for private markets access), Consolidated Financial Reporting for unified portfolio visibility, Wealth Planning, Legacy & Succession Planning, Family Office Services, and access to a Network of Specialists. All services are delivered through dedicated teams of professionals at offices in Indianapolis, New York, Miami, Chicago, and Los Angeles, with approximately $11B+ in assets under management.

Product and service7 records
1Investment Advisory & Management
CategoryInvestment Management
Description

Tailored investment strategies aligned with client financial goals, liquidity preferences, and risk tolerance, leveraging extensive market research and disciplined asset allocation that adapts to changing market conditions. Intended for ultra-high-net-worth individuals, families, endowments, and foundations.

2Consolidated Financial Reporting
CategoryReporting and Technology
Description

A consolidated reporting system delivering a unified view of a client's entire financial landscape with data accuracy, transparency, and simplification of the wealth management experience. Delivered via the Addepar-powered client portal (sapient.addepar.com) for UHNW clients and their advisors.

3Wealth Planning
CategoryFinancial Planning
Description

Intentional wealth planning services creating a roadmap for achieving long-term family objectives, assessing current financial situations and developing adaptable strategies. Targeted at UHNW individuals and families.

4Legacy & Succession Planning
CategoryEstate and Legacy Planning
Description

Multi-generational wealth management services coordinating with tax and legal experts to safeguard and sustain family legacies through personalized comprehensive approaches. Designed for UHNW families focused on multi-generational wealth transfer.

5Family Office Services
CategoryFamily Office Services
Description

Centralized solutions designed to simplify family wealth management by consolidating financial affairs and seeking long-term sustainability. Provided to UHNW families seeking integrated family office capabilities.

6Alternative Investment Platform
CategoryAlternative Investments
Description

Access to differentiated investment solutions including private markets opportunities offering diversification and durability, managed by a dedicated alternative investment team. Covers private markets, private equity, credit, real estate, and distressed investing. Targeted at UHNW clients seeking non-public-market exposure.

7Network of Specialists & Industry Experts
CategorySpecialist Network / Advisory Services
Description

Collaboration with a vast ecosystem of trusted specialists and experts enabling seamless integration of additional resources for comprehensive wealth management. Available to UHNW clients as part of the firm's full-service offering.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment5 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Sapient Capital Management

Private Wealth Managementsapientcapital.com

Sapient Capital Management is an independent Registered Investment Advisor serving ultra-high-net-worth individuals, families, endowments, and foundations from five U.S. offices, with $11B+ in assets under management and integrated investment advisory, wealth planning, and family office services.

Sapient Capital Management firmographics

Firmographics
Name
Sapient Capital Management
Legal name
Sapient Capital, LLC
Website
https://sapientcapital.com
Company type
Private
Founded year
2023
Operating status
Operating
Headcount range
51–100 employees
Short description
Sapient Capital Management is an independent Registered Investment Advisor serving ultra-high-net-worth individuals, families, endowments, and foundations from five U.S. offices, with $11B+ in assets under management and integrated investment advisory, wealth planning, and family office services.
Ownership category
akta.pro rank

Sapient Capital Management industry classification

Industry
Product category
Private Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Investment Advice (6282)
akta.pro primary industry
Private Banking & UHNW Wealth Advisory (FSAEABAC)
akta.pro secondary industry
Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

  • Private wealth management
  • Investment advisory services
  • Family office solutions
  • Consolidated financial reporting
  • Alternative investment platform

Where Sapient Capital Management is headquartered

Location

Headquarters

HQ city
Wilson
HQ country
United States
HQ region
North America

Offices5 records

Markets served

Sapient Capital Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Investment Advisory Fees: As a Registered Investment Advisor (RIA), Sapient Capital generates revenue through investment advisory fees, charging for comprehensive wealth management services including investment advisory and management, consolidated financial reporting, wealth planning, legacy and succession planning, family office services, and access to a network of specialists and industry experts.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Sapient Capital Management product offering

Product offering

Core offering

Sapient Capital is an independent Registered Investment Advisor providing holistic private wealth management to ultra-high-net-worth individuals, families, endowments, and foundations. Core offerings include investment advisory and management (public and private markets), consolidated financial reporting, wealth planning, legacy and succession planning, family office services, and access to a network of specialists. Each client is served by a dedicated team of Partner/Wealth Advisors operating across five U.S. offices with $11B+ in assets under management.

Product overview

Sapient Capital is an independent registered investment advisor (RIA) providing holistic private wealth management services to ultra-high-net-worth individuals, families, endowments, and foundations. The firm operates as a unified service offering with multiple integrated capabilities: Investment Advisory & Management (including an Alternative Investment Platform for private markets access), Consolidated Financial Reporting for unified portfolio visibility, Wealth Planning, Legacy & Succession Planning, Family Office Services, and access to a Network of Specialists. All services are delivered through dedicated teams of professionals at offices in Indianapolis, New York, Miami, Chicago, and Los Angeles, with approximately $11B+ in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Advisory & Management Tailored investment strategies aligned with client financial goals, liquidity preferences, and risk tolerance, leveraging extensive market research and disciplined asset allocation that adapts to changing market conditions. Intended for ultra-high-net-worth individuals, families, endowments, and foundations.
  • Consolidated Financial Reporting A consolidated reporting system delivering a unified view of a client's entire financial landscape with data accuracy, transparency, and simplification of the wealth management experience. Delivered via the Addepar-powered client portal (sapient.addepar.com) for UHNW clients and their advisors.
  • Wealth Planning Intentional wealth planning services creating a roadmap for achieving long-term family objectives, assessing current financial situations and developing adaptable strategies. Targeted at UHNW individuals and families.
  • Legacy & Succession Planning Multi-generational wealth management services coordinating with tax and legal experts to safeguard and sustain family legacies through personalized comprehensive approaches. Designed for UHNW families focused on multi-generational wealth transfer.
  • Family Office Services Centralized solutions designed to simplify family wealth management by consolidating financial affairs and seeking long-term sustainability. Provided to UHNW families seeking integrated family office capabilities.
  • Alternative Investment Platform Access to differentiated investment solutions including private markets opportunities offering diversification and durability, managed by a dedicated alternative investment team. Covers private markets, private equity, credit, real estate, and distressed investing. Targeted at UHNW clients seeking non-public-market exposure.
  • Network of Specialists & Industry Experts Collaboration with a vast ecosystem of trusted specialists and experts enabling seamless integration of additional resources for comprehensive wealth management. Available to UHNW clients as part of the firm's full-service offering.

Companies that use Sapient Capital Management

Customer profile

Segments3 records

Ideal customer profiles3 records

Sapient Capital Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Sapient Capital Management partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Sapient Capital Management competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Sapient Capital Management social profiles

Digital presence

Sapient Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Sapient Capital Management leadership team

Management profile

Number of profiles

Profiles13 records

Sapient Capital Management funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Sapient Capital Management M&A and investment

M&A and investment

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sapient Capital Management

What does Sapient Capital Management do?

Sapient Capital is an independent Registered Investment Advisor providing holistic private wealth management to ultra-high-net-worth individuals, families, endowments, and foundations. Core offerings include investment advisory and management (public and private markets), consolidated financial reporting, wealth planning, legacy and succession planning, family office services, and access to a network of specialists. Each client is served by a dedicated team of Partner/Wealth Advisors operating across five U.S. offices with $11B+ in assets under management.

Is Sapient Capital Management a public or private company?

Sapient Capital Management is a private company. It is classified as management employee owned and is currently operating.

When was Sapient Capital Management founded?

Sapient Capital Management was founded in 2023. It employs 51 to 100 people.

Where is Sapient Capital Management based?

Sapient Capital Management is headquartered in Wilson, United States, in the North America region.

How does Sapient Capital Management make money?

One revenue line is on record: investment Advisory Fees.

Does Sapient Capital Management have an API?

No public API is recorded for Sapient Capital Management.

What industry is Sapient Capital Management in?

Sapient Capital Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
American Banking and Market NewsBroadcom Inc. $AVGO Stock Sold by Sapient Capital LLCSapient Capital LLC reduced its Broadcom stake by 0.3% in Q3, selling 1,480 shares and holding 466,600 shares worth $163.9 million. Other funds like State Street and Bank of America increased positions, while Broadcom reported Q3 EPS of $3.32, beating estimates.American Banking and Market NewsBKV Corporation $BKV Stock Position Cut by Sapient Capital LLCSapient Capital LLC cut its BKV Corporation stake by 93.5% in Q3, selling 211,778 shares and holding 14,663 shares worth $313,000. Insiders sold 35,626 shares in 90 days, and analysts rate the stock a Buy with a $33.56 price target.American Banking and Market News70,778 Shares of Richmond Mutual Bancorporation, Inc. $RMBI Purchased by Sapient Capital LLCSapient Capital LLC purchased 70,778 shares of Richmond Mutual Bancorporation in Q3, valued at about $1,052,000. The company reported Q2 EPS of $0.22 and a quarterly dividend of $0.15. Analysts have a consensus Buy rating.American Banking and Market NewsDimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by Sapient Capital LLCSapient Capital LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 304.2% in Q3, buying 14,482 additional shares to reach 19,243 shares worth $855,000. Other institutional investors also adjusted positions, while the ETF stock opened at $45.11.American Banking and Market News33,900 Shares in Kinross Gold Corporation $KGC Purchased by Sapient Capital LLCSapient Capital LLC purchased 33,900 shares of Kinross Gold in Q3, valued at about $816,000. Analysts have set a consensus target price of $37.50 with a Moderate Buy rating. The company reported Q2 EPS of $0.71, beating estimates, and declared a quarterly dividend of $0.04.Markets DailyiShares Core S&P Small-Cap ETF $IJR Stock Holdings Lessened by Sapient Capital LLCSapient Capital LLC reduced its stake in iShares Core S&P Small-Cap ETF by 6% in Q3, selling 8,755 shares and holding 136,726 shares worth $18.6 million. Other institutional investors also adjusted positions, with Apella Capital increasing its stake by 132.3%.Markets Daily34,704 Vanguard Total International Stock ETF $VXUS Shares Acquired by Sapient Capital LLCSapient Capital LLC raised its stake in Vanguard Total International Stock ETF by 78.8% in Q3, buying 34,704 shares to reach 78,747 shares valued at $6.69 million. Other large investors also increased their positions, and the ETF paid a quarterly dividend of $0.1562 per share.Ticker Report51,822 Johnson & Johnson $JNJ Shares Bought by Sapient Capital LLCSapient Capital LLC increased its Johnson & Johnson stake by 104.9% in Q3, buying 51,822 shares to hold 101,237 shares worth $26.8 million. Other funds like Wellington, Deutsche Bank, and UBS also raised positions, while institutional ownership stands at 69.55%.Ticker ReportUber Technologies, Inc. $UBER Holdings Lessened by Sapient Capital LLCSapient Capital cut its Uber stake by 63.1% in Q3, selling 59,777 shares. Uber reported Q3 EPS of $0.81, beating estimates, with revenue of $14.19 billion. Analysts set a consensus price target of $103.11.Ticker ReportVanguard Small-Cap ETF $VB Stock Acquired by Sapient Capital LLCSapient Capital LLC increased its stake in Vanguard Small-Cap ETF by 33% in Q3, holding 33,028 shares worth $9.4 million. Other institutions also adjusted positions, including Auto Owners Insurance and Corient Private Wealth. The ETF traded up 0.2% to $287.63 on Thursday.