APERIO GROUP, LLC

Overview

Aperio Group, LLC is a large wealth management firm that concentrates on separately managed equity strategies and customized portfolio solutions for both individual/family clients and institutions. The firm shows a clear preference for exchange-traded equities and equity-focused mandates, and it operates as an active ESG investor, integrating environmental, social and governance considerations into relevant portfolios. Advisory activity spans individual and pooled account management, including portfolios for businesses, investment companies and pooled investment vehicles, which indicates a mix of SMA and institutional capabilities. Fee arrangements include percentage-of-AUM models alongside fixed-fee engagements, allowing the firm to service both traditional advisory relationships and more bespoke, fee-for-service mandates. Aperio’s industry affiliations — which include broker-dealer relationships, trust and banking connections, sponsor roles for pooled vehicles and other institutional linkages — point to a firm that both constructs portfolios internally and works closely with external financial infrastructure and product providers.

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Public Holdings

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Location & Offices