SAPERE WEALTH MANAGEMENT, LLC

Overview

Sapere Wealth Management, LLC is an independent registered investment adviser that manages discretionary portfolios for both high-net-worth individuals and institutional clients. The firm operates as a capital allocator, combining financial planning with portfolio management across individual, pooled and institutional mandates. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Advisory services explicitly cover financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting. Investment activity emphasizes managed public-market exposure through pooled vehicles and separately managed accounts, backed by an active private-fund program. The firm also acts as a sponsor or managing member of pooled investment vehicles, indicating hands-on involvement in fund structuring and selection. Sapere is not positioned as an ESG-focused manager and is not classified as a multi-state adviser for regulatory reporting purposes.

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Public Holdings

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Location & Offices