Investment adviser · CRD 111616
APERIO GROUP, LLC
Investment adviser filing (IA)
SAUSALITO, CA, United States · Form ADV filed Apr 2, 2026
- Regulatory AUM
- $152B Form ADV · Item 5.F
- Client accounts
- 33,901 Accounts, not individual clients
- Employees
- 208 Reported in this filing
- Advisory professionals
- 88 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 25,295 | $95,149,020,240 | 62.5% |
| Other clients | 1,873 | $26,152,228,983 | 17.2% |
| Charities | 800 | $22,468,498,921 | 14.8% |
| Individuals | 5,717 | $3,470,503,778 | 2.3% |
| Pooled investment vehicles | 12 | $1,986,085,135 | 1.3% |
| Corporations & businesses | 151 | $1,946,518,928 | 1.3% |
| Investment companies | 3 | $787,736,394 | 0.5% |
| Retirement plans | 39 | $134,333,741 | 0.1% |
| Government entities | Fewer than 5 | $13,399,807 | 0.0% |
| Other investment advisers | 8 | $12,405,106 | 0.0% |
| Insurance companies | Fewer than 5 | $4,081,281 | 0.0% |
| Banks & thrifts | Fewer than 5 | $440,772 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2091521 · Apr 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Apr 2, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
THREE HARBOR DRIVE, SUITE 204SAUSALITO, CA, 94965, United States
CRD 111616
Filing source
Form ADV 2091521 · Apr 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.