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Sapient Capital, LLC Form ADV Part 2A Disclosure Brochure Effective: November 20, 2024 This Form ADV Part 2A (Disclosure Brochure) provides information about the qualifications and business practices

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What is the new form adv?

The new form ADV is a regulatory filing used by investment advisors to register with state regulators and the SEC, providing detailed information about the advisor's business practices, fees, and services.

Who is required to file the new form adv?

All investment advisors who manage client assets and provide investment advice for compensation are required to file the new form ADV.

How to fill out the new form adv?

To fill out the new form ADV, advisors must provide information about their business, ownership, clients, advisory services offered, fees charged, and disciplinary history, among other required disclosures.

What is the purpose of the new form adv?

The purpose of the new form ADV is to provide transparency to clients about the advisor's qualifications, financial practices, and any potential conflicts of interest.

What information must be reported on the new form adv?

The new form ADV must report information such as the advisor's name, business structure, ownership, educational background, investment strategies, types of clients, fees, and any disciplinary actions.

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