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Ann Bozorth Means

Sapient Investments LLC

New Hope, PA

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Current Employers
Sapient Investments Llc

New Hope, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-03-26
  • PA RA
    APPROVED
    Since 2018-03-26

Branch Locations

New Hope, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A Means Consulting Farmington CT 11/2014 Present
Select Alternative Investments Farmington CT 10/2015 11/2016
Select Alternative Investments Llc New Hope PA 11/2017 Present
  • 11/2014 → Present
    A Means Consulting
    Farmington, CT
  • 10/2015 → 11/2016
    Select Alternative Investments
    Farmington, CT
  • 11/2017 → Present
    Select Alternative Investments Llc
    New Hope, PA
Previous Registrations
  • 2016-01-28 → 2016-12-01
    Select Alternative Investments Llc
    Farmington, CT
Other Businesses

I am a sole-proprietor providing business management services to non-for-profit organizations. My title is principal/owner and my office is located at 114 Tunxis Village, Farmington, CT 06032. I do not have any current clients although at certain periods during the year I have been occupied 40 hours a week on assignments, none of which are investment-related. The services I provide are bookkeeping, strategic planning, board management, meeting design, communications and marketing and member recruitment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-28
  • S65 Uniform Investment Adviser Law Examination
    2016-01-28
Other Names
  • Ann Jessica Bozorth
  • Ann Bozorth Discenze

View on SEC IAPD

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