Aperture Investors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$6.1B
Discretionary
$5.8B
95% of AUM
Avg account
$289M
Accounts
21
Employees
78
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
295468
Registered since
September 17, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles95.08%
  • Corporations / Businesses4.92%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aperture Investors, LLC is an SEC-registered investment adviser that operates as a hedge-fund style manager focused on institutional clients. The firm offers portfolio management for pooled investment vehicles and for businesses or institutions, and charges a mix of percentage-of-AUM and performance-based fees (with other fee arrangements also in place). Aperture identifies as an active ESG investor and functions in roles that include sponsor/GP and managing member of pooled vehicles. The adviser has been registered since 2018.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • Peter Kraus

    Peter Kraus

    Chairman & CEOCRD 1605655

  • Thomas Spadaccini

    Thomas Spadaccini

    COOCRD 2973773

  • Thomas Curtin

    Thomas Curtin

    Chief Financial OfficerCRD 7369819

Unlock 1 more executives

Contacts

1 of 1
  • Benjamin Freeman

    General CounselCRD 7895767

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$26.2M in ETFs

Passive

100%

$26.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO)VanguardPassiveDiversified Emerging Mkts$15.7M263,33260.04%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth