Sapient Private Wealth Management Services, LLC

New York, NY

Oregon

Registered In

10/06/2011

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Sapient Private Wealth Management Services, LLC at 825 3rd Ave FL 28, New York, Ny 10022 lists Focus Operating Llc and J Russell Mcgranahan of New York, NY.

Overview

Registered In

Oregon

Incorporation Date

10/06/2011

Company Type

Foreign Limited Liability Company

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

C T Corporation System Registered Agent	780 COMMERCIAL ST SE STE 100, SALEM, OR 97301 (Mailing)
Focus Operating Llc Manager	825 3RD AVE FL 28, NEW YORK, NY 10022
J Russell Mcgranahan Member	825 3RD AVE FL 28, NEW YORK, NY 10022

Map & Locations

825 3RD AVE FL 28, NEW YORK, NY 10022 View Map
875 3RD AVE FL 28, NEW YORK, NY 10022 (Mailing) View Map

Financials

Financial Information for Sapient Private Wealth Management Services, LLC

Form 5500

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES LLC

101 E. Broadway, Suite 480, Eugene, Or 97401 (541) 762-0300 EIN:45-3264817 Plan Admin:Greg Erwin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$3,326,085 / $4,239,620	2023	SAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN - Plan #001	19 / 17	$3,326,085 / $4,239,620
2022	Plan NameSAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$4,199,927 / $3,326,085	2022	SAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN - Plan #001	19 / 18	$4,199,927 / $3,326,085
2021	Plan NameSAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$4,103,822 / $4,199,927	2021	SAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN - Plan #001	18 / 19	$4,103,822 / $4,199,927
2020	Plan NameSAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$3,159,543 / $4,103,822	2020	SAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN - Plan #001	18 / 18	$3,159,543 / $4,103,822
2019	Plan NameSAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$2,457,458 / $3,159,543	2019	SAPIENT PRIVATE WEALTH MGMNT SERVICES 401K PLAN - Plan #001	16 / 16	$2,457,458 / $3,159,543

Benefit & Retirement Plans based on Form 5500.

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Address Match:875 3rd Ave Fl 28 New York, NY

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Person/Address Match:Focus Operating Llc -

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Person/City Match:J Russell Mcgranahan - New York, NY

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Address Match:825 3rd Ave New York, NY

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Address Match:875 3rd Ave New York, NY

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor