Aperio Group LLC is a California investment manager that BlackRock now owns. Aperio works alongside advisors and institutions to craft personalized, tax-optimized SMAs (separately managed accounts) that reflect each investor's individuality. The firm delivers asset management and advice by taking active responsibility for investors' interests, and it builds client relationships on transparency and truth rather than on whatever benefits the firm.
Public regulatory records matched to Aperio Group from SEC and IRS filings.
Public filings matched to Aperio Group across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Aperio Group is a wealth manager based in Sausalito, United States, managing approximately $152.1B in assets.
Aperio Group is headquartered in Sausalito, United States.
Aperio Group manages approximately $152.1B in assets under management.
Aperio Group focuses on Long-Term Investments, Management Partnership, Diversified Finance Consulting, Fund of Funds, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning.
Verified contact details, key decision-makers, and investment preferences for Aperio Group are available on LPbacked. Create a free account to access them.