SAPIAT ASSET MANAGEMENT, LLC

Overview

Sapiat Asset Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory model skews toward discretionary management — most client assets are managed under authority — but it also retains a small non-discretionary component. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, while the firm supplements those core holdings with a range of alternative exposures and fixed-income instruments. Sapiat is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Its fee arrangements are flexible, covering percentage-of-AUM, hourly, fixed-fee, and performance-based structures, which allows the firm to tailor billing to client needs and to implement incentive-aligned mandates where appropriate.

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Investments & Alternatives

Location & Offices