Wealth Manager • Sausalito, United States

Aperio Group

Aperio Group is a wealth manager based in Sausalito, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Wealth Manager
Investor Type
Sausalito, United States
Headquarters
About

Aperio Group

Aperio Group LLC is now owned by BlackRock. We're investment managers from California. Working side-by-side with advisors and institutions, we craft personalized, tax-optimized SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio delivers asset management and advice by taking active responsibility for investors' interests, building client relationships based on transparency and the truth rather than just what benefits our firm

Investment Focus

What Aperio Group Invests In

Investment types: Long-Term Investments, Management Partnership

Sectors & themes: Diversified Finance Consulting, Fund of Funds, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: Three Harbor Drive\nSuite 204\nSausalito\nCalifornia\n94965\nUnited States

Contact Aperio Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.