APERIO GROUP LLC Overview
Aperio Group Llc is an investment advisor that manages 10 BN dollars in regulatory AUM and has 40 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/06 to 12/31/20. The fund's latest filing disclosed 34BN in positions, representing 336% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/06 to 12/31/20. The fund's latest filing disclosed 34BN in positions, representing 336% of the manager's regulatory AUM.
APERIO GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
APERIO GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.9% | Tech | 1.46% | -0.52% | 0 | 52% | ||
| MSFT | 4.29% | Tech | 16.48% | 0.28% | 0 | 50% | ||
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FEATURED IN
APERIO GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul Solli | Managing Member, Partner | September-1999 |
| Patrick Geddes | Managing Member, Managing Partner, Chief Executive Officer | September-1999 |
| Guy A. Lampard | Managing Member, Partner | March-2005 |
| Robert Newman | Managing Member, Partner | January-2015 |
| Mark J. Nuti | Chief Financial Officer, Chief Compliance Officer | January-2015 |
APERIO GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
APERIO GROUP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Aperio Group uses computers and specialized software for managing its strategies for its separately managed account portfolios. Each strategy has a specific benchmark that it will track. The process of creating portfolios that track the broad market indexes begins with a database of company-level information on thousands of individual stocks. Computer software, both purchased and developed by Aperio Group, determines a group stocks, typically 250 – 500, that when combined have a high probability of tracking the particular index selected as the benchmark. Computers are again used to assure individual account guidelines are followed and to seek out loss harvesting trade opportunities.
For asset allocation, methods such as analysis of historical and expected returns, standard deviations and correlations among different asset classes are used in the investment process. Aperio also u...
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Methods of Analysis
Aperio Group uses computers and specialized software for managing its strategies for its separately managed account portfolios. Each strategy has a specific benchmark that it will track. The process of creating portfolios that track the broad market indexes begins with a database of company-level information on thousands of individual stocks. Computer software, both purchased and developed by Aperio Group, determines a group stocks, typically 250 – 500, that when combined have a high probability of tracking the particular index selected as the benchmark. Computers are again used to assure individual account guidelines are followed and to seek out loss harvesting trade opportunities.
For asset allocation, methods such as analysis of historical and expected returns, standard deviations and correlations among different asset classes are used in the investment process. Aperio also u...
Unlock Full Investment Process Description
APERIO GROUP LLC Portfolio Concentration
APERIO GROUP LLC Location
THREE HARBOR DRIVE, SUITE 315
SAUSALITO, California
UNITED STATES, 94965
SAUSALITO, California
UNITED STATES, 94965
APERIO GROUP LLC Contact Information
Phone Number: 415-339-4300
Fax Number: 415-339-4301
Website: http://www.aperiogroup.com/
Fax Number: 415-339-4301
Website: http://www.aperiogroup.com/
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