| 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 |
Aperio Group, LLC reports $11.1 million in regulatory assets under management on its Form ADV.
Aperio Group, LLC reports 200 employees.
Aperio Group, LLC is based in Sausalito, CA and has been SEC-registered since 2000.
Aperio Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $11.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $11.1M |