Data / Investment advisers / California / Aperio Group, LLC
Aperio Group, LLC, Sausalito, CA: $152 billion AUM, SEC registered investment adviser
Aperio Group, LLC is an SEC registered investment adviser with its main office in Sausalito, California and reports $152 billion in regulatory assets under management in its Form ADV filed April 2, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111616
- SEC file number
- 801-57184
- SEC status
- Approved, effective January 20, 2000
- Main office
- Three Harbor Drive Suite 204, Sausalito, CA 94965
- Phone
- (415) 339-4300
- Website
- blackrock.com
- Regulatory AUM
- $152,125,253,086 in the Form ADV filed April 2, 2026
- Discretionary AUM
- $152,125,253,086
- Accounts
- 33,901
- Employees
- 208, of which 88 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- April 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25,295 | $95.15 billion |
| Charitable organizations | 800 | $22.47 billion |
| Individuals (other than high net worth individuals) | 5,717 | $3.47 billion |
| Pooled investment vehicles | 12 | $1.99 billion |
| Corporations or other businesses | 151 | $1.95 billion |
| Investment companies | 3 | $787.7 million |
| Pension and profit sharing plans | 39 | $134.3 million |
| State or municipal government entities | 1 | $13.4 million |
| Other investment advisers | 8 | $12.4 million |
| Insurance companies | 1 | $4.1 million |
| Banking or thrift institutions | 1 | $440,772 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $152.13 billion | March 31, 2026 |
| December 1, 2025 | $111.41 billion | September 26, 2025 |
Other advisers in Sausalito
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Revelation Capital Management, LLC | Sausalito | $2.32 billion | 7 | adviserinfo.sec.gov |
| Caldwell Sutter Capital, Inc. | Sausalito | $605.7 million | Not listed | adviserinfo.sec.gov |
| Vert Asset Management LLC | Sausalito | $464.4 million | Not listed | adviserinfo.sec.gov |
| Westend Capital Management, LLC. | Sausalito | $436.2 million | 1 | adviserinfo.sec.gov |
| Delta Accumulation, LLC | Sausalito | $332.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sausalito, CA
- Investment advisers in California
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Aperio Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.