Aperio Group, LLC
● SEC registered since 2000CRD 111616SEC# 801-57184Sausalito, CA
Reg. AUM
$152.13B
Employees
208
Accounts
33,901
Location
Sausalito, CA
Aperio Group, LLC assets under management
Aperio Group, LLC is an SEC-registered investment adviser based in Sausalito, CA. The firm has been registered since 2000. It reports $152.1 billion in regulatory assets under management and employs 208 people.
Aperio Group, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aperio Holdings, LLC Control | Sole Shareholder | Over 75% | 2018 |
| Charles Choon Sik Park | Chief Compliance Officer | Under 5% | 2021 |
| Jaime Tolli Snoy Control | Managing Director, Co-Head Us Wealth Advisory Business | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Aperio Group, LLC manage?
Aperio Group, LLC reports $152.1 billion in regulatory assets under management on its Form ADV.
How many employees does Aperio Group, LLC have?
Aperio Group, LLC reports 208 employees.
Where is Aperio Group, LLC located?
Aperio Group, LLC is based in Sausalito, CA and has been SEC-registered since 2000.
Does Aperio Group, LLC disclose fund performance?
Aperio Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Three Harbor Drive, Suite 204, Sausalito, CA 94965 |
| Phone | 415-339-4300 |
| Fax | 415-339-4301 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1364615 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$152.13B▲ 1365377%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$152.13Bregulatory AUM
Discretionary $152.13B