Allocator Index · CRD 119598

SAPERE WEALTH MANAGEMENT, LLC

Matthews, NC · 704-321-5244 · sapere.com

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

149

Other individuals

78

HNW assets

$528.1M

Total AUM

$604.8M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
SAPERE .690 GOLD FUND QP, LPHedge Fund$134.0M
SAPERE .690 GOLD FUND, LPHedge Fund$66.2M
SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND, LPHedge Fund$3.7M
SAPERE CREDIT OPPORTUNITIES FUND, LPHedge Fund$2.9M
SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND, LTDHedge Fund$2.7M
SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND, LTDHedge Fund$1.0M