Aperio Group, LLC
Aperio Group, LLC's Overview
Aperio Group, LLC is an investment management firm renowned for its specialization in active tax management and factor-based investment strategies delivered through highly customized, index-based separately managed accounts (SMAs). Catering primarily to ultra-high-net-worth individuals and institutions, Aperio focuses on providing portfolios tailored to specific client needs, including tax-loss harvesting, ESG (Environmental, Social, and Governance) considerations, and factor tilts. In February 2021, Aperio was acquired by BlackRock, Inc., and now operates as a distinct capability within BlackRock's U.S. Wealth Advisory business, leveraging BlackRock's scale while maintaining its unique investment approach.
Where is Aperio Group, LLC's Headquarters?
HQ Function
Serves as the primary center for Aperio's investment strategy development, research, client portfolio management, and operational activities, even post-acquisition by BlackRock.
Notable Features:
Located in the picturesque waterfront town of Sausalito, known for its artistic community and views of San Francisco Bay, offering a unique and inspiring work setting.
Work Culture:
Historically, Aperio fostered a culture of intellectual curiosity, quantitative rigor, customization, and client-centricity. Post-acquisition, it aims to blend this specialized boutique culture with the resources and broader environment of BlackRock.
HQ Significance:
The Sausalito headquarters represents the origin and core of Aperio's innovative approach to personalized indexing and tax-aware investing, which continues to be a key differentiator within BlackRock.
Values Reflected in HQ: The location and office environment likely reflect Aperio's values of precision, innovation, and a focused, client-driven approach to investment management.
Location:
Prior to its acquisition, Aperio Group primarily served clients within the United States. As part of BlackRock, Aperio's specialized strategies and expertise are now accessible through BlackRock's extensive global distribution network, enabling them to support customized investment solutions for a worldwide client base, integrated within BlackRock's global operational framework.
Street Address:
100 Shoreline Hwy, Building B, Suite 300
City:
Sausalito
State/Province:
CA
Country:
USA
Aperio Group, LLC's Global Presence
Boston, MA/USA
Address: Specific public address not consistently listed; operations likely integrated with BlackRock's Boston offices.
To tap into the East Coast financial talent pool and serve clients in the region.
Buying Intent Signals for Aperio Group, LLC
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Executive Team of Aperio Group, LLC
As of April 2025, Aperio Group, LLC' leadership includes:
Investors of Aperio Group, LLC
Aperio Group, LLC has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Since Aperio's full integration into BlackRock, distinct executive movements for 'Aperio Group, LLC' are less common and are typically part of broader BlackRock talent management. Major leadership transitions occurred around the 2021 acquisition. No prominent 'Aperio-specific' top-tier executive hires or exits have been publicly announced in the immediate last 12 months.
Technology (Tech Stack) used by Aperio Group, LLC
Discover the tools Aperio Group, LLC uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Aperio Group, LLC Email Formats and Examples
Prior to the BlackRock acquisition, Aperio Group, LLC likely used a standard professional email format such as [first].[last]@aperiogroup.com or [first_initial][last]@aperiogroup.com. Post-acquisition, employees operate under BlackRock's email system (typically @blackrock.com). The original aperiogroup.com domain may have limited functionality or forwarding.
[first].[last]@aperiogroup.com
Format
jane.doe@aperiogroup.com
Example
30%
Success rate
News and media
BlackRock Newsroom • February 1, 2021
BlackRock Completes Acquisition of Aperio
BlackRock announced it had completed its acquisition of Aperio, a pioneer in customized index-based separately managed accounts (SMAs) from Golden Gate Capital and Aperio employees for $1.05 billion in cash. Aperio is now part of BlackRock’s U.S. Wealth Advisory business....more
Associated Press • November 23, 2020
BlackRock to acquire Aperio for $1.05 billion
BlackRock Inc. announced it would acquire Aperio, a provider of customized index equity separately managed accounts, for $1.05 billion in cash. The deal was expected to close in the first quarter of 2021....more
Citywire • April 12, 2022
Aperio co-founder Patrick Geddes to exit BlackRock
Patrick Geddes, co-founder and former chief executive of Aperio, announced he would be leaving his advisory role at BlackRock. Geddes had stayed on in an advisory capacity after BlackRock acquired Aperio in 2021....more
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