Sapient Private Wealth Management Services, LLC
● SEC registered since 2011CRD 159419SEC# 801-72857Eugene, OR
Reg. AUM
$1.75B
Employees
15
Accounts
662
Location
Eugene, OR
Sapient Private Wealth Management Services, LLC assets under management
Sapient Private Wealth Management Services, LLC is a registered investment adviser overseen by the SEC based in Eugene, OR. The firm has been registered since 2011. It reports $1.7 billion in regulatory assets under management and employs 15 people.
Sapient Private Wealth Management Services, LLC owners & executives
14 reported| 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 |
| Jacob Paul Eld Control | Chief Investment Officer | Under 5% | 2018 |
| Cd&r Ferdinand Co-Investor, L.P. Control | Partner | 25-50% | 2023 |
| Cd&r Ferdinand Holdings, L.P. Control | Partner | 50-75% | 2023 |
| Clayton, Dubilier & Rice Fund XII, L.P. Control | Partner | 50-75% | 2023 |
| Ferdinand Ffp Acquisition, LLC Control | Shareholder, Class A Common Stock | Over 75% | 2023 |
| Ferdinand Ffp Intermediate Holdings, LLC Control | Member | Over 75% | 2023 |
| Ferdinand Ffp Parent, Inc. Control | Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Sapient Private Wealth Management Services, LLC manage?
Sapient Private Wealth Management Services, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Sapient Private Wealth Management Services, LLC have?
Sapient Private Wealth Management Services, LLC reports 15 employees.
Where is Sapient Private Wealth Management Services, LLC located?
Sapient Private Wealth Management Services, LLC is based in Eugene, OR and has been SEC-registered since 2011.
Does Sapient Private Wealth Management Services, LLC disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$1.75B▲ 23%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$1.75Bregulatory AUM
Discretionary $1.67BNon-discretionary $77.2M