Updated:
Sapere Wealth Management
Scott A. Trease established the firm in 2002 after running an independent investment-management practice. It provides services to high-net-worth families and...
Sapere Wealth Management
Scott A. Trease established the firm in 2002 after running an independent investment-management practice. It provides services to high-net-worth families and foundations with an emphasis on portfolio management, asset allocation, and estate planning. The firm allocates across commodities, hedge funds, private credit, and fund-of-funds vehicles. It maintains a direct-deal program that recommends specific alternative investments to advisory clients. Geographic exposure centers on North America. Confirmed holdings include its own affiliates Sapere Holdings, LLC, Sapere Advisory, LLC, and Sapere Aude, LLC. The firm employs no disclosed headcount figure. It maintains relationships with custodians Charles Schwab and Fidelity. A 2023 SEC complaint addressed certain alternative investment recommendations presented to clients. Sapere Wealth Management uses a holding-company structure with Sapere Holdings, LLC as parent and Sapere Aude, LLC acting as general partner for managed funds.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Matthews
Corporate office
Mathews, NC, United States
Principals
Scott A. Trease
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Sapere Wealth Management?
Scott A. Trease, the founder, leads investment decisions. The firm applies a discretionary, research-driven process to client portfolios.
Does Sapere Wealth Management participate in fund commitments or only direct deals?
The firm runs both fund commitments and a direct-deal program. It has recommended specific alternative investments directly to advisory clients.
What investment stages does Sapere Wealth Management typically target?
The firm focuses on absolute-return strategies across public and private markets. It does not publish explicit stage preferences.
Where does the underlying wealth come from?
The firm does not disclose the origin of client wealth. It serves high-net-worth families and foundations without naming specific sources.
How is Sapere Wealth Management related to its affiliate entities?
Sapere Holdings, LLC serves as the parent holding company. Sapere Advisory, LLC and Sapere Aude, LLC operate as affiliates handling operating and general-partner functions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: