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SAPIENCE INVESTMENTS, LLC

IRVINE, CA · CRD 284720 · IAPD ↗ · sapienceinv.com · 949 662 1011

$184.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — SAPIENCE INVESTMENTS, LLC (IRVINE, CA) left the SEC roster (was $184.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — SAPIENCE INVESTMENTS, LLC reported RAUM down 58% ($443.0M -> $184.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — SAPIENCE INVESTMENTS, LLC moved its main office from NEWPORT BEACH, CA to IRVINE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.