Sapience Investments LLC

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Assets, Funds, Holdings

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Sapience Investments LLC
CRD #284720
SEC #801-108274
CIK #0001682598
AUM $443.0 MM (2024-03-28)
Employees 9 (56% Investors, 0% Brokers)
Phone949-662-1011
Address520 Newport Center Drive
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
100080060040020002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
THS 2,266.0 5.3
WBS 7,872.0 4.8
HR 4,176.7 4.3
ACHC 6,250.9 4.2
IART 4,527.5 4.1
DESP 560.4 4.1
KEX 3,783.2 3.9
KAR 1,883.8 3.9
VNOM 2,137.4 3.8
IDA 5,359.3 3.8
View All
Holdings by Sector ($MM)
1600128096064032002015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 1.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 111.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 136.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 193.8
(n) Other 0 0.0
Total 15 443.0
By Discretionary
Discretionary 15 443.0
Non-Discretionary 0 0.0
Total 15 443.0
By Non-United States Persons
Non-United States Persons 68.1
United States Persons 374.9
Total 15 443.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001682598]
SC 13G [0001682598]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sapience Investments LLC Ascena Retail Group Inc [2020-02-14]
Sapience Investments LLC Sapience Investments LLC [2018-11-14]
Comparable Firms State AUM ($BB)
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NY 0.5
Macquarie Private Debt Asset Management LLC
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Sator Grove Management Company LLC
FL 0.4
Paradoxiom Capital LP
CT 0.4
RPS Retirement Plan Advisors
TX 0.4
Domain Timber Advisors LLC
GA 0.4
I-QU & Co Management LP
IL 0.4
HLM Management Co LLC
MA 0.4
Toscafund US Ltd
NY 0.4
RRA Investment Management LLC
AZ 0.4
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