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SEC Form ADV

SAPERE WEALTH MANAGEMENT, LLC

Firm profile: Sapere Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNCHedge Fund
$604.8M
Assets Under Management
240
Total Clients
7
Employees
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Registration Details

Accession
CRD-119598
Location
MATTHEWS, NC
Filing Date
March 13, 2026
AUM
$604.8M
Total Clients
240
Institutional Clients
10
Employees
7
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Investment Strategies

Hedge Fund

Private Funds

6 private funds reported on Form ADV Schedule D 7.B.1, $210.5M in combined gross assets.

  • SAPERE .690 GOLD FUND QP, LPHedge Fund$134.0M
  • SAPERE .690 GOLD FUND, LPHedge Fund$66.2M
  • SAPERE CREDIT OPPORTUNITIES QUALIFIED FUND, LPHedge FundMaster Fund$3.7M
  • SAPERE CREDIT OPPORTUNITIES FUND, LPHedge Fund$2.9M
  • SAPERE CREDIT OPPORTUNITIES OFFSHORE FUND, LTDHedge Fund$2.7M
  • SAPERE CREDIT OPPORTUNITIES OFFSHORE QUALIFIED FUND, LTDHedge Fund$1.0M

About this Adviser

SAPERE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MATTHEWS, NC, managing approximately $604.8M in assets across 240 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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