| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis S Konrady Control | Partner | Under 5% | 2016 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2011 |
| Gregory Patrick Erwin Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2011 |
Sapient Private Wealth Management Services, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Sapient Private Wealth Management Services, LLC reports 14 employees.
Sapient Private Wealth Management Services, LLC is based in Eugene, OR and has been SEC-registered since 2011.
Sapient Private Wealth Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 East Broadway Suite 480, Eugene, OR 97401 |
| Phone | 541-762-0300 |
| Fax | 541-342-8082 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.35B |
| Non-discretionary | $68.2M |
| Total (RAUM) | $1.42B |