RIA Intel›Advisers›Pennsylvania›SAPIENT INVESTMENTS LLC

SAPIENT INVESTMENTS LLC

Advisory

PA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in PA

#959

of 1,528 advisers by AUM

Average account

$706K

across 98 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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GOODSTEIN & ASSOCIATES, LLC

FORT WASHINGTON, PA

$68M

HAFER, DAVID GENE

$70M

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