SAPIENT CAPITAL LLC

CRD

324899

SEC file #

801-127298

EIN

922406928

DBA names

—

Economics

AUM

$13.76B

AUM band

$1B+

AUM trajectory

'25 · $11.44B

'26 · $13.76B

'25'26

$11.44B → $13.76B▲ +20%

sec adv history

Client mix

Individuals High Net Worth	691
Individuals Other	289
Charitable Organizations	31
Corporations	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 22 advisors

'26 · 30 advisors

'25'26

22 advisors → 30 advisors▲ +36%

sec adv history

Primary office

INDIANAPOLIS IN

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

sapientcapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SAPIENT CAPITAL HOLDINGS, LP

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SAPIENT CAPITAL HOLDINGS, LP

COHEN, JEFFREY, SCOTT

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SAPIENTCAPITAL.COM

Rdap Domain Creation Date

1999-03-31T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

61,973

Form 5500 Compensation Trajectory 3y

2025

61,973

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

61,973

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001998653

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-01-29

Edgar Last Filing Date

2026-04-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-08

Accession0001951757-26-000529

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

401 PENNSYLVANIA PKWYSUITE 100INDIANAPOLIS, IN 46280

Business

401 PENNSYLVANIA PKWYSUITE 100INDIANAPOLIS, IN 46280

Edgar EIN

922406928

Edgar Recent Filings

13F-HR2026-04-08 · 0001951757-26-000529

13F-HR2026-02-05 · 0001951757-26-000365

Fee Schedule

Bracket I	59
Bracket Iv	11
Bracket X	10
Bracket Ix	8
Bracket Xi	5

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2034-03-31T04:00:00Z

Rdap Domain Last Changed

2024-04-04T16:42:05Z

Rdap Nameservers

Ns59.domaincontrol.comNs60.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

KHAIRALLAH, KARIM, MICHAEL

People (35)

7971619

KNALL, JAMES, MCLAUGHLIN

4581956

COHEN, JEFFREY, SCOTT

2846669

PENCE, THOMAS, JAMES

2175665

ROONEY, JAMES, ALBERT