Aperio is an investment advisor in Sausalito with $54.13 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680436509
SEC advisor number
801-57184
FINRA CRD number
111616
AUM ?
$80.21 bn
(as of 15 Mar 24)
Accounts
16,173
(as of 15 Mar 24)
Employees
170
(73 investment advisory or research)
Address
Aperio
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
Phone
(415) 339-4300
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22
13F-NT
Notice of holdings reported by another manager
10 Feb 22
13F-NT
Notice of holdings reported by another manager
9 Nov 21