Aperio Group, LLC
Overview
Aperio Group, LLC is a subsidiary of BlackRock, Inc., specializing in customized index equity solutions for investors. The firm focuses on creating personalized portfolios that align with clients' unique risk profiles, tax considerations, and environmental, social, and governance (ESG) preferences. By leveraging advanced technology and research, Aperio delivers tailored investment strategies that aim to enhance after-tax performance and reflect individual values. The company's investment approach encompasses various asset classes, including equities, with a strong emphasis on ESG and impact investing. Aperio's strategies cater to different investment stages, such as growth, late stage, and pre-IPO opportunities, providing clients with a comprehensive suite of options to meet their financial objectives. The firm's geographical focus spans multiple countries, including the United States, Canada, and several European nations, enabling it to serve a diverse clientele. Aperio's commitment to personalized client service is evident in its high-touch consultative model, which has been a cornerstone of its operations since its founding in 1999. The firm's expertise in tax-managed strategies and ESG integration has positioned it as a leader in the field of customized index equity solutions, offering investors the ability to construct portfolios that are both financially efficient and aligned with their personal values.
Investment Focus
- Accredited investor status
- Alignment with Aperio's ESG criteria
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Aperio Group, LLC
What sectors does Aperio Group, LLC invest in?
Aperio Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Sausalito, California, United States. Aperio Group, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Aperio Group, LLC invest at?
Aperio Group, LLC backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Aperio Group, LLC invest in?
Aperio Group, LLC invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Aperio Group, LLC invested in?
Aperio Group, LLC's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact Aperio Group, LLC?
Aperio Group, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
