Aperio Group

Aperio Group

Aperio Group

Date Founded



3 Harbor Drive,Suite 204,Sausalito, CA 94965-1491

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management
Holding Companies

Company Description

Aperio uses mathematical models and software to manage their client strategies. Investment strategies are typically customized to client specifications and have a defined benchmark and a set of client restrictions/targets. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. For taxable clients, portfolios are rebalanced using a tax-efficient approach in order to maximize loss harvesting and minimize capital gains. Aperio's methodologies consider portfolio risk, transactions costs, and taxes when making investment decisions. For the Active Tax Management strategy, the firm constructs a portfolio comprising individual stocks that track a target benchmark and utilizes software designed to systematically harvest losses within the portfolio and immediately replace the securities sold at a loss with others of similar type and risk.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Investment Officer

Chief Operating Officer

Chief Marketing & Strategy Officer

Chief Compliance Officer

Chief Client Development Officer

Chief Client Experience Officer

Lead Portfolio Manager

Lead Portfolio Manager

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Aperio Group
Recent Transactions
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Golden Gate Private Equity, Inc. purchases Aperio Group from Aurora Trust

Transaction Advisors
Investment Advisor

Advised onGolden Gate Private Equity, Inc. purchases Aperio Group from Aurora Trust


Silicon Valley Community Foundation provides leadership, expertise and capital to help address social issues. It focuses on grant making programs for economic security, education, immigrant integration, regional planning, and community opportunity. The Firm also offers corporate philanthropy programs and consulting services. It caters to individuals, corporations, private foundations, and nonprofit organizations. the company was founded on January 3, 2007 and is headquartered in Mountain View, CA.

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Chief Executive Officer at Aperio Group

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Chief Marketing & Strategy Officer at Aperio Group

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Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $12 billion of capital under management. Golden Gate Capital is dedicated to partnering with world-class management teams to invest in change-intensive, growth businesses. The firm targets investments in which there is a demonstrable opportunity to significantly enhance a company’s value. The principals of Golden Gate Capital have a long and successful history of investing with management partners across a wide range of industries and transaction types. Other notable Industrials investments sponsored by Golden Gate Capital include U.S. Silica, EP Minerals, ArrMaz and Atrium.

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Linedata Services SA is a solutions provider dedicated to the investment management and the credit community. Its solutions are wealth management, alternative and institutional investment, employee savings, personal insurance, lending and leasing, and software services. The company was founded by Anvalary Jiva in September 1998 and is headquartered in Paris, France.

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