Sapient Capital Welcomes David Larado as New Partner
Industry Veteran Joins Independent RIA's New York Office, Recruiting Wealth Advisors Who Want to be Part of an Organization Built for Serving UHNW Clients
NEW YORK / -- Sapient Capital, an independent wealth advisory firm specializing in investment management, wealth strategy, and family office services for families and individuals in need, announces that David Larado has joined the firm as a Partner. He will lead efforts to recruit private wealth advisors across the nation. With over $23 billion in assets under management, Sapient is committed to expanding its services and team strength.
Although the firm has deep historical roots, Sapient launched as an independent Registered Investment Advisor (RIA) in 2023, aiming to deliver a tailored advisory approach for ultra-high-net-worth (UHNW) clients. This strategy is grounded in thoughtful planning, disciplined investing, and strategic advice. The firm prides itself on being primarily employee-owned, while also being supported by strategic and institutional partners.
Building Foundations for Growth
In just over two years, Sapient Capital has established a robust foundation poised for sustainable growth, featuring:
- A seasoned team of senior wealth advisors, including names known for customizing investments and financial strategies for UHNW families.
- A strong management team experienced in wealth and asset management, featuring a CEO with extensive knowledge across various sectors.
- An alternative investment platform, emphasizing private equity, credit, real estate, and distressed investing spearheaded by an expert in the industry.
- First-class family office services provided by professionals with solid backgrounds in notable financial institutions.
- Advanced technology that gives advisors and clients insightful data and comprehensive portfolio views.
David Larado's presence will expedite Sapient's growth trajectory by attracting experienced advisors who value independence and understand the needs of UHNW clients.
"Over recent years, we have designed our platform to cater specifically to high-net-worth clients," said James Rooney, CEO of Sapient Capital. "David brings a wealth of experience and a deep understanding of the value that independence offers to both advisors and their clients."
David Larado, who joins from a long-standing career at UBS, held significant leadership positions in Advisor Recruiting and UHNW Americas. His experience is expected to significantly enhance Sapient's recruiting strategies.
A Promising Future and Unique Opportunity
Larado expressed enthusiasm for this new chapter at Sapient. He remarked, "The independent growth story at Sapient aligns perfectly with my career trajectory. With our cutting-edge solutions and experienced leadership, Sapient is sure to become the preferred choice for top advisors in the industry."
Additionally, Danny Rodriguez, Partner at Lee Equity, commented on the unique partnership opportunities within the firm, emphasizing the benefit of their scale and outstanding team serving an influential client base.
About Sapient Capital
Sapient Capital is focused on providing tailored investment management and family office services to embedded families and UHNW individuals. They take pride in their fiduciary responsibility to clients, fostering relationships founded on trust and transparency. Headquartered with offices across major U.S. cities, they are committed to maintaining high standards and providing superior service.
Media Contact:
Sarah Tremallo
JConnelly for Sapient Capital
Frequently Asked Questions
What are the main services offered by Sapient Capital?
Sapient Capital offers investment management, wealth strategy advisory, and family office services tailored for multi-generational families and UHNW individuals.
Who is David Larado and what is his role?
David Larado is a newly appointed Partner at Sapient Capital, focusing on recruiting experienced wealth advisors and enhancing the firm's growth strategy.
What is the significance of Sapient's independence?
Having independence allows Sapient to provide customized solutions and operate with a client-first mentality, which is beneficial for advisors and the clients they serve.
How has Sapient Capital grown since its founding?
Since becoming independent, Sapient has significantly expanded its advisor team, assets under management, and service offerings while maintaining a focus on UHNW clients.
What does Sapient Capital's management team look like?
Sapient's management team comprises seasoned experts with extensive background in wealth management, investment banking, and asset management, ensuring robust leadership.
