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APERIO GROUP, LLC
SAUSALITO, CA
415-339-4300
SEC #801-57184Total AUM
$152.1B
Employees
208Clients
33,902Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
United States
SUITE 204
SAUSALITO
CA 94965
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
415-339-4300
Other Offices
8
Financials
Total AUM
$152.1B
Accounts
33,901Discretionary
$152.1B
Accounts
33,901Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5,717AUM
$3.5B
HNW Individual Clients
25,295AUM
$95.1B
Banking Clients
1AUM
$440.8K
Investment Company Clients
3AUM
$787.7M
Pooled Vehicle Clients
12AUM
$2B
Pension/Profit Sharing Plan Clients
39AUM
$134.3M
Charitable Organization Clients
800AUM
$22.5B
Government Entity Clients
1AUM
$13.4M
Investment Advisor Clients
8AUM
$12.4M
Insurance Company Clients
1AUM
$4.1M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
151AUM
$1.9B
Other Clients
1,873AUM
$26.2B
Description of Other Clients
SEE SCHEDULE D MISCELLANEOUS FOR MORE DETAIL
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.