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Aperio Group
Aperio Group, LLC is an SEC-registered investment adviser in Sausalito, CA, registered since 2000. The firm manages $152.1 billion in assets.
Aperio Group
Aperio Group, LLC is an SEC-registered investment adviser in Sausalito, CA, registered since 2000. The firm manages $152.1 billion in assets. It has 208 employees and 88 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Sausalito
Corporate office
Sausalito, CA, United States
Principals
Patrick Geddes
Chief Investment Officer
Rex Macey
Chief Investment Officer (predecessor)
Sector focus
Frequently asked questions
How does Aperio Group generate proprietary deal flow?
Aperio does not generate deal flow in the traditional GP sense. It is a quantitative asset manager that builds custom separately managed accounts for clients, not a venture or private equity firm.
Does Aperio Group make fund commitments or only direct investments?
Aperio does not make fund commitments. It constructs direct equity portfolios at the individual stock level for each client account, employing direct indexing rather than pooled vehicles.
What investment approach does Aperio Group use?
Aperio applies factor-based investing (value, momentum, quality, size, etc.) combined with tax-loss harvesting at the individual security level. The approach is quantitative, systematic, and client-specific, aiming to reduce tax drag while maintaining factor exposure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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