Sapience Investments offers investment advisory and management services, focusing on Small Cap Value Equity and Small/Mid Cap Value Equity securities. They work with institutional clients to establish compatible objectives and manage portfolios to meet those objectives, considering factors like time horizons, risk tolerance, and liquidity needs.
Assets Under Management$180M
Clients9
Advisors1
Avg. per Client$21M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.80% |
Fees are negotiable and may vary based on account size, investment strategy, and costs incurred by Sapience.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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