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Eduardo Michael Aguirre

Sapient Capital LLC

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About Eduardo Michael Aguirre

Eduardo Aguirre is an investment advisor representative at Sapient Capital LLC, where he has been registered since February 2023. Previously, Eduardo worked at Stifel, Nicolaus & Company, Incorporated from March 2012 to March 2023, and J.P. Morgan Securities LLC from October 2008 to February 2012. Eduardo Aguirre holds the Series 7, Series 63, and SIE licenses and is a Chartered Financial Analyst. Eduardo is a member of the investment committee at the Eiteljorg Museum.

Firm Information

Eduardo Aguirre 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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Eduardo Aguirre’s Registration & Firm History

IN

02/17/2023 - Present

Sapient Capital LLC (INDIANAPOLIS IN)

IN

03/15/2012 - 03/17/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)

IN

10/01/2008 - 02/22/2012

J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)

IN

09/09/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 02/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eduardo Michael Aguirre.
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