Sapience Investments is an investment advisor in Newport Beach with $914.20 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
812060843
SEC advisor number
801-108274
FINRA CRD number
284720
AUM ?
$523.34 mm
(as of 31 Mar 23)
Accounts
15
(as of 31 Mar 23)
Employees
9
(5 investment advisory or research)
Address
Sapience Investments
520 NEWPORT CENTER DRIVE
SUITE 650
NEWPORT BEACH
CA 92660
520 NEWPORT CENTER DRIVE
SUITE 650
NEWPORT BEACH
CA 92660
Phone
949-662-1013
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21