SAPIENT ADVISORS, INC.
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 301712
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Sapient Advisors, Inc. operates as a capital allocator that primarily selects and allocates to third‑party advisers rather than managing large, direct discretionary book internally. The firm’s advisory activity is listed as “Selection Of Other Advisers,” which indicates its core role is manager selection and oversight: sourcing external fund managers, performing due diligence, and structuring allocations across strategies. Sapient Advisors, Inc. is not flagged as an active ESG investor and does not appear to operate as a multi‑state adviser. Its business structure is a corporation with an individual owner type and an “other” fee structure. The firm’s industry affiliation with accounting professionals suggests it may lean on accounting expertise for operational oversight and possibly fund/accounting due diligence when reviewing external managers. Classification data lists the firm as unclassified and not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DANIEL LUCAS
Founder & PresidentCRD 6366929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3800 Mansell Rd
- Time zone
- ET (UTC-5)
- Office locations
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