Aperio Group, Llc (Sausalito)
Aperio Group, Llc Is a Large Advisory Firm Based in Sausalito. It Manages $24.74 Billion of Regulatory Assets for 5,022 Client Accounts. It Has Been Registered...
Aperio Group, LLC is a large advisory firm based in Sausalito. It manages $24.74 billion of regulatory assets for 5,022 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Aperio Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Aperio Group: assets under management
The assets under management (AUM) of Aperio Group, LLC is $24.74 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5563% since the beginning of its operation, and $29.49 million of the total AUM is attributable to clients outside of the United States.
The firm manages $24.74 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.93 million each.
Investments
The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 13% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.
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