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Alexandra Rose Stimpson

Sapient Capital LLC

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About Alexandra Rose Stimpson

Alexandra Rose Stimpson is an investment advisor representative with Sapient Capital LLC. Alexandra has been working in the financial services industry since January of 2017. She holds the Series 66, Series 7 and SIE licenses. Alexandra has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses. Alexandra specializes in providing financial planning, investment management, and family office services. Alexandra has previously worked at Morgan Stanley and Corient Capital Partners, LLC.

Firm Information

Alexandra Stimpson is currently registered with Sapient Capital LLC. Sapient Capital LLC is an investment advisor registered with the SEC and headquartered in INDIANAPOLIS, IN. The firm manages approximately $11.44 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Sapient Capital offers a range of advisory services including portfolio management, financial planning, and selection of other advisors. The firm primarily focuses on providing family office services.
Sapient Capital LLC

310 E 96TH STREET

INDIANAPOLIS, IN 46240

$11.44B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexandra Stimpson’s Registration & Firm History

NY

08/03/2023 - Present

Sapient Capital LLC (New York NY)

NY

01/05/2018 - 06/13/2023

MORGAN STANLEY (New York NY)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Rose Stimpson.
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