Sapient Investments LLC

Sapient Investments LLC (CRD# 292098) is a financial advisory firm headquartered in , . They manage $41,608,157 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://sapientinv.com/
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $554,775
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Sapient Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ann Means, financial advisor New Hope PA
Ann B. Means
CRD#: 6570102
New Hope, PA

Ann Means (CRD# 6570102) is an Investment Advisor Representative working at Sapient Investments LLC in New Hope, PA and has over 8 years of experience in the finance industry.

2
Kevin Means, financial advisor New Hope PA
Kevin M. Means
CRD#: 2279192
New Hope, PA

Kevin Means is the Chief Investment Officer (CIO) of Sapient Investments. The firm is built upon Kevin’s experience and expertise in portfolio management, quantitative modeling, risk management, and asset allocation. As a former long/short equity hedge fund and mutual fund manager, chief investment officer, asset allocation strategist, and director of quantitative research, Kevin’s background is ideally suited for managing Sapient’s portfolios.

 

Kevin began his career as an Equity Portfolio Manager and Director of Quantitative Research at Invesco Capital Management. Towards the end of his tenure, he became the CIO of Invesco Management and Research.

 

After working for Invesco, he was the CIO of Equities at Aeltus Investment Management (the Aetna investment subsidiary), where he was responsible for the firm’s $22 billion in equity assets under management and served as the Lead Portfolio Manager of various mutual funds totaling $11 billion.

 

Subsequently, he was the Founder, Managing Partner, and CIO of Alpha Equity Management, a firm that managed a variety of long/short hedge funds and mutual funds. He developed the quantitative models and disciplines that guided the firm’s investments and served as the Portfolio Manager of all of the firm’s funds, including a Morningstar five-star long/short mutual fund.

 

He then founded Select Alternative Investments, a predecessor firm to Sapient Investments with a very similar investment methodology. SelectAlts specialized in alternative ETF portfolios designed to provide a low correlation to both stocks and bonds.

 

Before founding Sapient, Kevin was the CIO at a wealth management firm where he redesigned the stock selection methodology and revamped the asset allocation models for mutual fund and ETF selection.

 

Kevin has a BA in Economics from The College of William and Mary, an MA in Theology from Fuller Theological Seminary, and an MBA from the University of Virginia. He is a Chartered Financial Analyst.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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