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Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk. Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio. We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance. Driven by our human-first philosophy, we are dedicated to providing unmatched personal service. Facts • Headquartered in Sausalito, CA • Over 130 employees • $48B in Assets Under Management as of 6/30/2022

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Revenue $56 million
Funding $1.1 billion
Employees 114 (114 on RocketReach)
Founded 1999
Address 3 Harbor Drive, Sausalito, California 94965, US
Phone (415) 339-4300
Fax (415) 339-4301
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Category Investment Management, Business Services General, Tax-Loss Harvesting, Business Services, Factor-Tilted Strategies (Customized Beta), Socially Responsible Investing (ESG), Passive Investment Strategies
Web Rank 4 Million
Keywords aperio, aperio group, "low emissions index" aperio, goldberg + a guide to esg portfolio construction, factor tilts
Competitors AlphaSimplex Group, Arcadian Management Services, Forsyths, Jennison Associates LLC, River Road Asset Management
SIC SIC Code 874 Companies, SIC Code 87 Companies
NAICS NAICS Code 5416 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies

Aperio Questions

The Aperio annual revenue was $56 million in 2024.

114 people are employed at Aperio.

Aperio is based in Sausalito, California.

The NAICS codes for Aperio are [5416, 54, 541].

The SIC codes for Aperio are [874, 87].

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