Aperture Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 327627
- Registered since
- August 14, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aperture Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and offers portfolio management for both individuals/small businesses and for businesses or institutions. Compensation is primarily a percentage-of-assets-under-management structure with the ability to charge performance-based fees. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser in the provided filing. Ownership is listed as individual; other regulatory classifications such as pension consulting or related-adviser relationships are not indicated.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- Exchange Traded Equities10%
Contacts
2 of 2
Christian De Berardinis
Managing PartnerCRD 4312327
Emilio Masci
Co-FounderCRD 3269833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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