Aperture Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 327627
- Registered since
- August 14, 2023
- Website
- apertureadvisors.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- 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, individual-owned registered investment adviser that began SEC registration in 2023. The firm focuses on portfolio management for private clients — individuals, families and small businesses — and also manages portfolios for business or institutional clients. Its fee arrangement combines a percentage-of-assets-under-management schedule with the potential for performance-based fees. Aperture does not position itself as a capital allocator; its activities emphasize bespoke portfolio management rather than managing third-party capital programs. It is not identified as an active ESG investor. Advisory services center on discretionary portfolio construction and ongoing management for a very small client base.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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