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 registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Sapient identifies itself as a capital allocator and charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser in the sense indicated by its filings.
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 288Active vs passive
$2.7B in ETFs
44%
$1.2B
1%
$1.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SAPIENT QUALITY SELECT ETF (SQS) | $1.4B | 49,554,950 | 51.62% |
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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