Sapient Capital LLC
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
FINTRXOverview
Sapient Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Sapient charges a mix of percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities59%
- State & Local Bonds11%
- Private Funds10%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4
James Rooney
Chief Executive OfficerCRD 1711247
Maximiliaan Rijkenberg
Chief Legal & Compliance OfficerCRD 7067468
Karim Khairallah
CEOCRD 7971619
Contacts
3 of 35
Kathleen O'marro
Partner, Relationship ManagementCRD 5673194
Michael Hall
PartnerCRD 5168716
David Larado
PartnerCRD 5177015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$2B in ETFs
29%
$594M
<1%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SAPIENT QUALITY SELECT ETF (SQS) | $1.4B | 49,554,950 | 68.01% |
Location
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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