Overview
- Headquarters
- Sausalito, CA
- Total Firm Assets
- $152.1 billion
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
Recent Rankings
Fee Disclosure
Source: APERIO GROUP LLC (2025-12-22)
· View brochure text
Latest filing: APERIO GROUP LLC (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.90% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $45,000 | 0.90% |
| $10 million | $90,000 | 0.90% |
| $50 million | $450,000 | 0.90% |
| $100 million | $900,000 | 0.90% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 62.55%
- Number of High-Net-Worth Clients
- 25,295
- Total Client Accounts
- 33,901
- Discretionary Accounts
- 33,901
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 111616
- APERIO GROUP LLC (2026-03-31) · View brochure text
- APERIO GROUP LLC (2025-12-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗