# Aperio Group

Aperio Group is a RIA based in Sausalito, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sausalito, United States
- **Region:** North America
- **Address:** Sausalito, CA, United States
- **Assets under management:** $25B - $50B (Altss estimate)
- **Website:** aperiogroup.com

## Regulatory record

- **CRD number:** 111616
- **SEC file number:** 801-57184
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111616

## About

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.

## Sectors

- Factor Investing
- Tax Management
- Quantitative Strategies

## People

- Patrick Geddes — Chief Investment Officer
- Rex Macey — Chief Investment Officer (predecessor)

## 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.

## Related profiles

- [2ND MARKET CAPITAL ADVISORY CORP.](https://altss.com/profile/2nd-market-capital-advisory-corp)
- [Dick Hutchinson Registered Investment Advisor](https://altss.com/profile/dick-hutchinson-registered-investment-advisor)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aperio-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology