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| Aperio Group LLC
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| CRD # | 111616 |
| SEC # | 801-57184 |
| CIK # | 0001364615 |
| AUM | $111.4 B (2025-07-30) |
| Employees | 200 (45% Investors, 18% Brokers) |
| Phone | 415-339-4300 |
| Address | Three Harbor Drive Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001364615 |
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| VISA Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,709 | 3.8 |
| (b) Individuals (high net worth individuals) | 14,655 | 65.3 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 4 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 1.6 |
| (g) Pension and profit sharing plans | 35 | 0.1 |
| (h) Charitable organizations | 747 | 17.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 3 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 123 | 1.5 |
| (n) Other | 1,550 | 21.4 |
| Total | 23,842 | 111.4 |
| By Discretionary | ||
| Discretionary | 23,842 | 111.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23,842 | 111.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 108.9 | |
| Total | 23,842 | 111.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001364615] | |
| 13F-NT | [0001364615] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schroder Investment Management North America Inc
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|
NY | 138.6 |
|
NEPC LLC
✚
|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 109.8 |
|
Income Research Management
✚
|
MA | 109.0 |
|
Natixis Advisors LLC
✚
|
MA | 85.2 |
|
Putnam Investment Management LLC
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|
MA | 85.2 |