Sapient Capital Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 324899
· SEC file 801-127298
· Indianapolis, IN
· sapientcapital.com
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $13.8B
- Discretionary
- $11.2B
- Clients
- 1,017
- Avg AUM / client
- $13.5M
- Accounts
- 6,681
- Employees
- 59
AUM over time
$0
$13.8B
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Asset allocation (SMA assets by investment type)
as of Mar 17, 2026
Exchange-traded equities
$8.1B
59%
State & local bonds
$1.5B
11%
Pooled investment vehicles
$1.4B
10%
Registered investment companies (funds/ETFs)
$1.1B
8%
Cash & equivalents
$688M
5%
US government & agency bonds
$550M
4%
Investment-grade corporate bonds
$275M
2%
Derivatives
$138M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 289 | $94.3M | 0.69% |
| High net worth individuals | 691 | $11.8B | 85.6% |
| Charitable organizations | 31 | $1.2B | 8.78% |
| Corporations and other businesses | 6 | $676M | 4.91% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| International Association Of Machinists And Aerospace Workers Pension Plan International Association Of Machinists And Aerospace Workers | 2024 |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Mclaughlin Knall | Partner And Managing Director | Feb 2023 (4y) | ≈ 9.38% – 37.5% via Sapient Capital Founders, Llc | |
| Jeffrey Scott Cohen | Partner And Managing Director | Feb 2023 (4y) | ≈ 9.38% – 37.5% via Sapient Capital Founders, Llc | |
| Thomas James Pence | Partner And Managing Director | CFA | Feb 2023 (4y) | ≈ 9.38% – 37.5% via Sapient Capital Founders, Llc |
| Ewing, Elizabeth | Chief Financial Officer | Sep 2023 (3y) | Less than 5% | |
| Rijkenberg, Maximiliaan, Endymion | Chief Legal Officer And Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| James Albert Rooney | Chief Executive Officer | May 2024 (2y) | Less than 5% | |
| Karim Michael Khairallah | Ceo, Sapient Capital Alternative Investments | Jul 2024 (2y) | Less than 5% | |
| Connor Paul Kucera | Registered representative | CFA | Feb 2023 (3y) | |
| Eduardo Michael Aguirre | Registered representative | CFA | Feb 2023 (3y) | |
| Jamie B Ratner Rich | Registered representative | CFP | Feb 2023 (3y) | |
| Michael James Hall | Registered representative | CFA | Feb 2023 (3y) | |
| Patrick J O'marro | Registered representative | CFP CFA | Feb 2023 (3y) | |
| Timothy W Jansen | Registered representative | Feb 2023 (3y) | ||
| Ronald Andrew Leblanc | Registered representative | Mar 2023 (3y) | ||
| Joshua Shneyderov | Registered representative | Apr 2023 (3y) | ||
| Christopher Dale Gaddis | Registered representative | Apr 2023 (3y) | ||
| Terry Paul Leffew | Registered representative | Apr 2023 (3y) | ||
| Alexandra Rose Stimpson | Registered representative | Aug 2023 (3y) | ||
| William Braden Kopp | Registered representative | CFP | Sep 2023 (3y) | |
| Thomas Christopher Knipp | Registered representative | Nov 2023 (3y) | ||
| John Patrick Vanier | Registered representative | CFP | Dec 2023 (3y) | |
| Kathleen Murphy O'marro | Registered representative | Jul 2024 (2y) | ||
| Christy Gayl Matzen | Registered representative | CFP | Aug 2024 (2y) | |
| Joshua Mark Ryngler | Registered representative | Mar 2025 (1y) | ||
| Elizabeth Bauer Chand | Registered representative | Mar 2025 (1y) | ||
| Edward Murphy | Registered representative | May 2025 (1y) | ||
| David James Larado | Registered representative | Aug 2025 (1y) | ||
| William Joseph Matthiessen | Registered representative | Aug 2025 (1y) | ||
| William J Eckrich | Registered representative | Oct 2025 (1y) | ||
| Zachary Arthur Heeke | Registered representative | Oct 2025 (1y) | ||
| Joshua Mandelbaum | Registered representative | Nov 2025 (1y) | ||
| Sarah H White | Registered representative | Jan 2026 (1y) | ||
| Joel Armstrong Schoenmeyer | Registered representative | Apr 2026 (0y) | ||
| Austin Thomas Wodock | Registered representative | Apr 2026 (0y) | ||
| Lynn King | Registered representative | Apr 2026 (0y) | ||
| Isabelle Kathleen Beg | Registered representative | CFP | May 2026 (0y) | |
| Johnson Nicholas Dolson | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sapient Capital Holdings, Lp | Managing Member | Feb 2023 | A | 75% or more |
| Sapient Capital Founders, Llc | Majority Interest Holder | Feb 2023 | B | ≈ 37.5% – 75% via Sapient Capital Holdings, Lp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Mclaughlin Knall: 25% – 50% of Sapient Capital Founders, Llc × 50% – 75% of Sapient Capital Holdings, Lp × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Jeffrey Scott Cohen: 25% – 50% of Sapient Capital Founders, Llc × 50% – 75% of Sapient Capital Holdings, Lp × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Thomas James Pence: 25% – 50% of Sapient Capital Founders, Llc × 50% – 75% of Sapient Capital Holdings, Lp × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Sapient Capital Founders, Llc: 50% – 75% of Sapient Capital Holdings, Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| International Association Of Machinists And Aerospace Workers Pension Plan | International Association Of Machinists And Aerospace Workers | 677 | $888M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $11.1B (81% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗