Aperio is an investment advisor in Sausalito with $54.13 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680436509
SEC advisor number
801-57184
FINRA CRD number
111616
AUM ?
$80.21 bn
(as of 2 May 24)
Accounts
16,173
(as of 2 May 24)
Employees
170
(73 investment advisory or research)
Address
Aperio
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
THREE HARBOR DRIVE
SUITE 204
SAUSALITO
CA 94965
Phone
(415) 339-4300
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22
13F-NT
Notice of holdings reported by another manager
10 Feb 22
13F-NT
Notice of holdings reported by another manager
9 Nov 21