Aperio Group
Aperio Group 's Overview
Aperio Group, Inc. is a specialized investment management firm known for its expertise in constructing and managing customized, tax-optimized equity portfolios, primarily for ultra-high-net-worth individuals, families, and institutions. Founded in 1999, Aperio pioneered direct indexing strategies, allowing for highly personalized portfolios that align with clients' specific financial goals, tax situations, and ESG (Environmental, Social, and Governance) preferences. In February 2021, Aperio Group was acquired by BlackRock, Inc., and its capabilities are now integrated into BlackRock's offerings, significantly expanding BlackRock's presence in the separately managed account (SMA) market and enhancing its ability to deliver customized investment solutions.
Where is Aperio Group 's Headquarters?
HQ Function
Historically, the primary center for Aperio's specialized investment management, direct indexing, and client service operations. It continues to be a key hub for BlackRock's custom indexing solutions derived from Aperio's expertise.
Notable Features:
Modern office facilities situated in a scenic waterfront area of Sausalito, designed to foster a collaborative and innovative work environment.
Work Culture:
Aperio has been known for its client-centric, analytical, and collaborative culture, emphasizing precision, innovation in portfolio customization, and tax optimization strategies. This culture is being integrated within the broader BlackRock framework.
HQ Significance:
The Sausalito headquarters was the birthplace and development center for Aperio's pioneering direct indexing strategies and ESG-focused investment solutions, establishing its reputation in the wealth management industry.
Values Reflected in HQ: The headquarters and its operations reflect Aperio's core values of precision, client-centricity, innovation, and expertise in tailored investment solutions.
Location:
Following its acquisition by BlackRock, Aperio's expertise in custom indexing and tax-managed strategies is leveraged globally through BlackRock's extensive international network. This integration allows for the worldwide distribution and support of Aperio's specialized solutions to institutional and high-net-worth clients. Client servicing, portfolio management insights, and operational support are now scaled through BlackRock's global technology and operational infrastructure, ensuring a consistent and high-quality experience for clients across different regions.
Street Address:
10 Liberty Ship Way, Suite 300
City:
Sausalito
State/Province:
CA
Country:
USA
Aperio Group 's Global Presence
Global Operations via BlackRock Network
Address: Integrated within BlackRock's various global offices
To provide access to Aperio's custom indexing and tax-advantaged solutions to clients across all major global regions, leveraging BlackRock's local presence and expertise.
Buying Intent Signals for Aperio Group
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of Aperio Group
As of April 2025, Aperio Group ' leadership includes:
Investors of Aperio Group
Aperio Group has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Following its acquisition and full integration into BlackRock in early 2021, distinct executive movements specifically for the 'Aperio Group' brand are not typically publicized as separate events from BlackRock's overall talent management. No major new hires or exits specifically attributed to 'Aperio Group' leadership within BlackRock have been announced in the last 12 months.
Technology (Tech Stack) used by Aperio Group
Discover the tools Aperio Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Aperio Group Email Formats and Examples
Historically, Aperio Group likely utilized common professional email formats such as [first].[last]@aperiogroup.com or [first_initial][last]@aperiogroup.com. Post-acquisition by BlackRock, official communications and new contacts would primarily use BlackRock's email domains (e.g., @blackrock.com). The format below represents a common pattern for companies like Aperio prior to its acquisition.
[first].[last]@aperiogroup.com
Format
jane.doe@aperiogroup.com
Example
60 (Note: The aperiogroup.com domain is legacy. For current contact, BlackRock email channels are primary and would have a high success rate.)%
Success rate
News and media
BlackRock News • February 1, 2021
Aperio Group News: BlackRock Completes Acquisition of Aperio
BlackRock announced it has completed the acquisition of Aperio, a pioneer in customized, tax-optimized equity portfolios. This acquisition expands BlackRock's capabilities in separately managed accounts and personalized investment solutions....more
BlackRock News • November 23, 2020
Aperio Group News: BlackRock to Acquire Aperio
BlackRock announced a definitive agreement to acquire Aperio, a leading provider of highly customized, tax-optimized index equity SMAs, for $1.05 billion. The acquisition aimed to augment BlackRock’s existing SMA capabilities and accelerate growth in this key market segment....more
Highperformr’s free tools for company research
Explore Employees by Region or Country
See where a company’s workforce is located, by country or region.
View Funding Details
View past and recent funding rounds with amounts and investors.
Understand Revenue Insights
Understand company revenue estimates and financial scale.
Track Active Job Openings
Track active roles and hiring trends to spot growth signals.
Review Product and Offerings
Discover what a company offers—products, platforms, and solutions.
Get SIC or NAICS Codes
Get the company’s official SIC and NAICS classifications.
Analyze Website Traffic Trends
Analyze visitor volume, engagement, and top traffic sources.
Discover Social Profiles and Engagement
Explore LinkedIn, Twitter, and other active social profiles.
Identify Top Competitors
Identify top competitors based on similar business traits.
Research and Discover Companies with Highperformr — Smarter, Faster
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
- Track intent signals to find buyers who are actively in-market
- Enrich contacts and companies instantly, no need to switch tools
- Automate workflows to stay ahead of every change
- Connect your CRM & tools for seamless data sync and activation
Thousands of companies, including Aperio Group , are just a search away.