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    Aperio Group, Llc

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    Description

    • Aperio Group is a $19 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction. We have three primary strategies for domestic, foreign and/or global equity portfolios:1) Active Tax Indexing: delivering tax alpha with benchmark returns, often customized for investors unique situations including concentrated positions and complex estate situations2) Socially Responsive Indexing: working with investors and their advisors to construct portfolios that reflect their unique set of values in a low-cost, tax-efficient and low tracking error manner.3) Factor Tilts: tilting indexes towards factors (including fundamentals like high quality or high yield) investors believe will deliver alpha in the current and future environment.
    • location

      Headquarters:3 Harbor Drive , Sausalito, California, United States

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    • Aperio Group, Llc phone

      Phone Number: +1 415-339-4300

    • Aperio Group, Llc website

      Website: https://www.aperiogroup.com

    • Aperio Group, Llc employees

      Employees:99

    • Aperio Group, Llc revenue

      Revenue:$100 - 250M

    • Aperio Group, Llc legal name

      Legal Name:Aperio Group, Llc

    • Aperio Group, Llc's Social Media

      Aperio Group, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 561990  |

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    Person level website identification

    Partner for Aperio Group, Llc

    Guy Lampard

    Partner

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    View Employees

    Guy Lampard

    Partner

    Lisa Goldberg

    Managing Director And Head Of Research

    Igor Fisl

    Director Of Software Engineering

    Robert Quimjian

    Head Of Portfolio Trading

    Marc Fiore

    Managing Director, Head Of Aperio Marketing At Blackrock

    Frequently Asked Questions regarding Aperio Group, Llc

    • Where are Aperio Group, Llc's Headquarters?

      Aperio Group, Llc's Headquarters are in 3 Harbor Drive ,Sausalito,California,United States

    • What is Aperio Group, Llc's phone number?

      Aperio Group, Llc's phone number is +1 415-339-4300

    • What is Aperio Group, Llc's official website?

      Aperio Group, Llc's official website is https://www.aperiogroup.com

    • What is Aperio Group, Llc's Revenue?

      Aperio Group, Llc's revenue is $100 - 250M

    • What is Aperio Group, Llc's NAICS code?

      Aperio Group, Llc's NAICS code is 561990

    • How many employees are working in Aperio Group, Llc

      Aperio Group, Llc has 99 employees

    • What is Aperio Group, Llc's Industry?

      Aperio Group, Llc is in the industry of Investment Management

    • Who is Aperio Group, Llc's Partner?

      Aperio Group, Llc's Partner is Guy Lampard

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