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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-2023
- Office Locations
- 17
Office Locations
About Sapient Capital LLC
Sapient Capital is an independent RIA delivering comprehensive wealth management, combining strategic investment management with financial planning and family office services. The team emphasizes a unified client experience supported by modern technology, serving clients nationally from offices in Indianapolis, Los Angeles, Miami, and New York. Provides client portal access via Addepar and works with BNY Mellon Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
JEFFREY SCOTT COHEN
Advisor, MANAGING DIRECTOR, PARTNER
- CRD
- #2846669
- Ownership
- Less than 5%
ELIZABETH EWING
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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EDUARDO MICHAEL AGUIRRE
Advisor
- CRD
- #4578693
Mike Aguirre
Partner; Wealth Advisory
- CRD
- --
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,182,441,801 | $1,728,887 |
| Non-Discretionary | $2,574,554,221 | $12,087,109 |
| Total | $13,756,996,022 | $2,059,122 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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