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APERIO GROUP, LLC
CRD 111616 · SEC 801-57184
THREE HARBOR DRIVE, SUITE 204, SAUSALITO, CA, 94965, United States
Phone
415-339-4300
Fax
415-339-4301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.13B
Discretionary AUM
$152.13B
Team
208 total employees; 88 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5717 | $3.47B |
| High net worth individuals | 25295 | $95.15B |
| Banking/thrift institutions | 1 | $441K |
| Investment companies | 3 | $787.7M |
| Pooled investment vehicles | 12 | $1.99B |
| Pension/profit sharing plans | 39 | $134.3M |
| Charitable organizations | 800 | $22.47B |
| State/municipal entities | 1 | $13.4M |
| Other investment advisers | 8 | $12.4M |
| Insurance companies | 1 | $4.1M |
| Corporations/business entities | 151 | $1.95B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD