Aperio Group, LLC

RIASEC RegisteredEst. 2000

Total AUM

$152B

Discretionary

$152B

100% of AUM

Avg account

$4.5M

Accounts

33,901

Employees

208

Advisory reps

Firm details

Headquarters: Sausalito, California
CRD number: 111616
Registered since: January 20, 2000
Website: www.aperiogroup.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.55%
Other17.19%
Charitable Organizations14.77%
Individuals2.28%
Pooled Investment Vehicles1.31%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aperio Group, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC since 2000. The firm provides discretionary portfolio management across individuals and families as well as institutions, handling separate accounts, pooled vehicles and investment company mandates. Fee arrangements include percentage-of-AUM billing and fixed fees. Aperio identifies as an active ESG investor and maintains a range of industry affiliations that extend beyond pure advisory activity (including broker-dealer relationships, trust and banking connections, registered municipal advisory roles, and sponsorship or management roles for pooled vehicles).