logo
Book a meeting
Aperio

Aperio

Investment Management, 3 Harbor Dr Ste 204, Sausalito, California, 94965, United States, 51-200 Employees

aperiogroup.com

  • facebook
  • LinkedIn

phone no Phone Number: 41********

Who is APERIO

Aperio is an investment manager and part of BlackRock. For more than 22 years, weve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity...

Read More

lock icon Get Full Access
map
  • 3 Harbor Dr Ste 204, Sausalito, California, 94965, United States Headquarters: 3 Harbor Dr Ste 204, Sausalito, California, 94965, United States
  • 1999 Date Founded: 1999
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from APERIO

Aperio Org Chart and Mapping

Employees
Ros Devoy

Ros Devoy

Executive Assistant

Andrew Retallick

Andrew Retallick

Associate

Frank Ballesteros

Frank Ballesteros

None

Viv Rosenfeld

Viv Rosenfeld

Product Manager

Nate Sewell

Nate Sewell

QA Analyst

Jack Delaney

Jack Delaney

Vice President, Lead Portfolio Manager - Esg Implementation at Aperio by Blackock

Beth Pancratz

Beth Pancratz

Mgr. Inside Sales

Nahshon Rollins

Nahshon Rollins

Operations Associate

Scott Watson

Scott Watson

Regional Sales Manager

See Full Org Chart arrow

Similar Companies to Aperio

BlackRock

BlackRock
  • 10001+ 10001+
  • 1 Billion and Over $ 1 Billion and Over
Calvert Research and Management

Calvert Research and Management
  • 51-200 51-200
  • 100 Million to 250 Million $ 100 Million to 250 Million
Eaton Vance

Eaton Vance
  • 501-1000 501-1000
  • 250 Million to 500 Million $ 250 Million to 500 Million
View all Aperio competitors arrow
email-formate-icon
View Email Formats for Aperio
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Aperio

Answer: Aperio's headquarters are located at 3 Harbor Dr Ste 204, Sausalito, California, 94965, United States

Answer: Aperio's phone number is 41********

Answer: Aperio's official website is https://aperiogroup.com

Answer: Aperio's revenue is $50 Million to $100 Million

Answer: Aperio's SIC: 6282

Answer: Aperio's NAICS: 523940

Answer: Aperio has 51-200 employees

Answer: Aperio is in Investment Management

Answer: Aperio top competitors include: BlackRock , Calvert Research and Management , Eaton Vance

Answer: Aperio contact info: Phone number: 41******** Website: https://aperiogroup.com

Answer: Aperio is an investment manager and part of BlackRock. For more than 22 years, weve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk. Because after-tax return is what truly matters to taxable investors, Aperios time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a clients entire equity portfolio. We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients beliefs and causes they care about, without sacrificing performance. Driven by our human-first philosophy, we are dedicated to providing unmatched personal service. Facts Headquartered in Sausalito, CA Over 130 employees $48B in Assets Under Management as of 6/30/2022

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access