Aperio Group Overview
- Year Founded
-
1999
- Status
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Acquired/Merged
- Employees
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103
- Latest Deal Type
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M&A
- Financing Rounds
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4
- Investments
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1
Aperio Group General Information
Description
Provider of investment management services intended to help advisors make more informed decisions for their clients. The company specializes in designing and managing custom portfolios to deliver targeted risk factors or ESG (environmental, social, and governance) values customized to a client's specific tax situation and works with both taxable and tax-exempt investors across a broad range of the United States and international strategies.
Contact Information
Website
www.aperiogroup.com(Operating Subsidiary)
Corporate Office
- Three Harbor Drive
- Suite 204
- Sausalito, CA 94965
- United States
Corporate Office
- Three Harbor Drive
- Suite 204
- Sausalito, CA 94965
- United States
Aperio Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Aperio Group Comparisons
Industry
Financing
Details
Aperio Group Competitors (4)
One of Aperio Group’s 4 competitors is Parnassus Investments, a Corporate Backed or Acquired company based in San Francisco, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Parnassus Investments | Corporate Backed or Acquired | San Francisco, CA | ||||
| Trillium Asset Management | Corporate Backed or Acquired | Boston, MA | ||||
| Mercer Advisors | Private Equity-Backed | Denver, CO | ||||
| Encourage Capital | Corporate Backed or Acquired | New York, NY |
Aperio Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Aperio Group Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Aperio Group Investments (1)
Aperio Group’s most recent deal was a Early Stage VC with CapShift for . The deal was made on 23-Aug-2021.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| CapShift | 23-Aug-2021 | Early Stage VC | Other Financial Services |
Aperio Group FAQs
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When was Aperio Group founded?
Aperio Group was founded in 1999.
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Where is Aperio Group headquartered?
Aperio Group is headquartered in Sausalito, CA.
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What is the size of Aperio Group?
Aperio Group has 103 total employees.
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What industry is Aperio Group in?
Aperio Group’s primary industry is Asset Management.
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Is Aperio Group a private or public company?
Aperio Group is a Private company.
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What is the current valuation of Aperio Group?
The current valuation of Aperio Group is .
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What is Aperio Group’s current revenue?
The current revenue for Aperio Group is .
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How much funding has Aperio Group raised over time?
Aperio Group has raised $8.98M.
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Who are Aperio Group’s investors?
Golden Gate Capital, Meyer Family Enterprises, and Pacific Current Group have invested in Aperio Group.
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Who are Aperio Group’s competitors?
Parnassus Investments, Trillium Asset Management, Mercer Advisors, and Encourage Capital are competitors of Aperio Group.
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When was Aperio Group acquired?
Aperio Group was acquired on 01-Feb-2021.
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Who acquired Aperio Group?
Aperio Group was acquired by BlackRock.
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