SAPIENT CAPITAL LLC

RIASEC RegisteredEst. 2023
Total AUM
$13.8B
Discretionary
$11.2B
81% of AUM
Avg account
$2.1M
Accounts
6,681
Employees
59
Advisory reps
36

Firm details

Headquarters
CARMEL, Indiana
CRD number
324899
Registered since
February 6, 2023
Website
sapientcapital.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI85.62%
  • Charitable Organizations8.78%
  • Corporations / Businesses4.91%
  • Individuals0.69%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sapient Capital LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients, and it functions as a capital allocator — sourcing and allocating to external managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Sapient does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, State & Local Bonds 11%, Private Funds 10%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Investment Grade Corp Bonds 2%, Derivatives 1%59%
  • Exchange Traded Equities59%
  • State & Local Bonds11%
  • Private Funds10%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4

  • Joshua Ryngler

    Chief of StaffCRD 6806342

  • Karim Khairallah

    CEOCRD 7971619

  • JAMES ROONEY

    Chief Executive OfficerCRD 1711247

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Contacts

3 of 32

  • Thomas Knipp

    Vice PresidentCRD 6742068

  • Edward Murphy

    Private Investment ManagerCRD 7531118

  • John Vanier

    Senior AssociateCRD 6756389

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 132

Active vs passive

$1.8B in ETFs

Passive

29%

$510M

Active

<1%

$1.3B

ETFProviderStyleCategoryValueShares% of portfolio
SAPIENT QUALITY SELECT ETF (SQS)$1.2B49,543,16568.30%
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Location

Primary office

CARMEL, IN

HAMILTON

Location

CARMEL, IN

Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
401 Pennsylvania Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth