Aperio Group, LLC

Overview

Aperio Group, LLC is an SEC registered investment adviser based in Sausalito, CA, registered since 2000. It reports $152B in assets under management across 33,901 accounts, with 208 employees.

Reported AUM

$152B

Discretionary

100%

Accounts

33,901

Average account

$4.5M

Employees

208

Registered since

2000

Jurisdictions

53

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Jaime Tolli Snoy Managing Director, Co-Head US Wealth Advisory Business CRD 4650979
• Joseph George Devico Managing Director, Co-Head US Wealth Advisory Business CRD 2808563
• Charles Choon Sik Park Chief Compliance Officer CRD 2704483

1 more executive officer, with direct contact details

Location

Headquarters

3 Harbor Dr Ste 204
Sausalito, CA 94965

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: blackrock.com

Every state, with registration dates

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