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Building 2SAPIENCE INVESTMENTS, LLC

Map pinIRVINE, CA
Phone949 662 1011
NotebookSEC #801-108274
Total AUM
$184.7M
Employees
7
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18200 VON KARMAN AVENUE
SUITE 795
IRVINE
CA 92612
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
949 662 1011

ReceiptFinancials

Total AUM
$184.7M
Accounts
9
Discretionary
$184.7M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
4
AUM
$1.1M
Corporation or Business Clients
5
AUM
$183.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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