APERIO GROUP, LLC

SEC file number 801-57184 · SAUSALITO, CA

https://aperio.ai ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$80.21B

Discretionary AUM

$80.21B

Employees

170

Clients

—

Firm

Address: THREE HARBOR DRIVE
SAUSALITO, CA 94965
Phone: —
Website: https://aperio.ai
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 29, 2026

Possible Form D name matches (not verified)

Aperio Systems, Inc. High name-match confidence · CIK 1819590 · MA

Aperio Systems, Inc. · D · Sep 16, 2026

$2M
Aperio Systems, Inc. · D · Jul 28, 2025

$7M