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Aperio

Aperio is an investment advisor in Sausalito with $41.52B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680436509
SEC advisor number
801-57184
FINRA CRD number
111616
AUM ?
$41.52B (as of 3 Mar 21)
Accounts
6,831 (as of 3 Mar 21)
Employees
112 (33 investment advisory or research)
Address
Aperio
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
(415) 339-4300
Owner Title From %Ownership
Hing, Lawrence, Stewart Chief Compliance Officer 01/2017 < 5%
Nuti, Mark, J. Chief Financial Officer 01/2015 < 5%
Osborne, Angela, Maren Chief Operating Officer 10/2017 < 5%
Aperio Holdings, LLC Sole Shareholder 10/2018 > 75%
Small, Martin Head of Us Wealth Advisory, Blackrock 01/2019 < 5%
Michaels, Elizabeth, G Co-head, Aperio Group 02/2021 < 5%
Ran, Leshem Co-head, Aperio Group 02/2021 < 5%
Arnold, Nicholas, Franklin Senior Legal Counsel 01/2020 < 5%
Blackrock Investment Management, LLC Sole Shareholder 02/2021 > 75%
Trident Merger, LLC Sole Shareholder 09/2006 > 75%
Blackrock, Inc. Sole Shareholder 09/2006 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 2430 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$1.99B 15.03M
$1.45B 6.51M
$1.1B 337.54K
$609.06M 347.51K
$496.97M 1.82M
$375.14M 2.38M
$356.95M 1.63M
$338.92M 3.11M
$326.38M 462.51K
$306.28M 873.39K
$292.71M 2.3M
$280.35M 2.01M
$279.01M 1.05M
$274.65M 525.94K
$266.31M 746.09K
$265.97M 1.85M
$265.01M 151.27K
$241.9M 1.34M
$236.07M 1.02M
$235.49M 470.86K
$219.52M 937.32K
$218.34M 835.88K
$214.41M 3.65M
$212.84M 456.95K
$195.01M 2.53M
$192.27M 3.67M
$188.42M 3.78M
$186.86M 2.28M
$183.49M 1.24M
$178.74M 1.26M
$169.96M 314.32K
$168.42M 1.03M
$168.02M 1.53M
$162.8M 5.37M
$159.15M 422.39K
$159.07M 716.07K
$158.96M 3.55M
$150.83M 1.41M
$146.84M 630.93K
$144.18M 3.92M
$138.04M 643.32K
$132.03M 593.31K
$130.55M 613.78K
$126.21M 1.95M
$125.96M 746.05K
$125.89M 547.55K
$125M 708.09K
$124.99M 820.44K
$121.73M 2.22M
$119.08M 571.91K
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Jul 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings