$69.2M Total AUM
$69.2M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2018
- Office Locations
- 1
Office Locations
-- NEW Hope PA
About Sapient Investments LLC
Sapient Investments LLC is an independent fiduciary RIA in Bucks County (New Hope), PA serving individuals, couples, and families nationwide. The firm provides investment management alongside tax and financial planning, typically working with households investing $500k+. Portfolios are primarily implemented with public funds and ETFs. Differentiator: a uniquely competitive fee structure; custody includes Interactive Brokers.
Team overview
55 AVG AGE
$34.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
K
KEVIN MARK MEANS
Director, PRINCIPAL
- CRD
- #2279192
- Ownership
- 75% or more
Available
Available
Available
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A
Ann Bozorth Means
Analyst
- CRD
- #6570102
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,172,815 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,172,815 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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