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SAPIENT CAPITAL LLC
CRD 324899 · SEC 801-127298
401 PENNSYLVANIA PKWY, SUITE 100, INDIANAPOLIS, IN, 46280, United States
Phone
(317) 719-0157
Fax
(463) 219-9460
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.76B
Discretionary AUM
$11.18B
Team
59 total employees; 30 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $94.3M |
| High net worth individuals | 691 | $11.78B |
| Charitable organizations | 31 | $1.21B |
| Corporations/business entities | 6 | $675.7M |
States served
AZ, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, NE, NJ, NY, NC, OH, OR, PA, SC, UT, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD