Sapient Private Wealth partners with Focus Financial

November 28, 2011

On November 8, 2011, Eugene, Oregon-based RIA Sapient Private Wealth Management announced a transaction whereby it became a Focus Financial partner firm.


On November 8, 2011, Sapient Private Wealth Management announced a transaction whereby it became a Focus Financial partner firm.  Sapient is an independent fee-based registered investment advisor based in Eugene, Oregon and manages approximately $500 million in assets.  Sapient provides investment management, wealth management, and banking services to high-net-worth individuals, families, and institutions in the Pacific Northwest.  Focus Financial Partners, LLC is an international partnership of independent wealth management firms with approximately $45 billion in assets.  Focus provides wealth management, benefit, and investment consulting services to individuals, families, employers, and institutions.  Terms of the transaction were not disclosed.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions