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
View Top Employees from AperioWebsite | http://www.aperiogroup.com |
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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Industry | 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 |
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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].