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| Aperio Group LLC
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| CRD # | 111616 |
| SEC # | 801-57184 |
| CIK # | 0001364615 |
| AUM | 152.13 B (2026-04-02) |
| Employees | 208 (42% Investors, 18% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-339-4300 |
| Address | Three Harbor Drive Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001364615 |
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,717 | 3.5 |
| (b) Individuals (high net worth individuals) | 25,295 | 95.1 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 3 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 2.0 |
| (g) Pension and profit sharing plans | 39 | 0.1 |
| (h) Charitable organizations | 800 | 22.5 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 8 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 151 | 1.9 |
| (n) Other | 1,873 | 26.2 |
| Total | 33,901 | 152.1 |
| By Discretionary | ||
| Discretionary | 33,901 | 152.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33,901 | 152.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 149.5 | |
| Total | 33,901 | 152.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001364615] | |
| 13F-NT | [0001364615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gallagher Fiduciary Advisors LLC
✚
|
IL | 194.82 B |
|
Insight North America LLC
✚
|
NY | 171.09 B |
|
Global Retirement Partners LLC
✚
|
CA | 169.58 B |
|
Payden & Rygel
✚
|
CA | 158.23 B |
|
Schroder Investment Management North America Inc
✚
|
NY | 150.40 B |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 139.88 B |
|
Income Research Management
✚
|
MA | 130.65 B |
|
Putnam Investment Management LLC
✚
|
MA | 117.24 B |
|
Icici Prudential Asset Management Company Limited
✚
|
117.06 B | |
|
Natixis Advisors LLC
✚
|
MA | 108.65 B |