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 09/30/16. The fund's latest filing disclosed 14BN in positions, representing 138% of the manager's regulatory AUM.

APERIO GROUP LLC StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

APERIO GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.15% Tech -2.29% 0% 0 42%
JNJ 1.72% Health -4.57% -0.01% 0 34%
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FEATURED IN
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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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APERIO GROUP LLC Portfolio Concentration

APERIO GROUP LLC Location

THREE HARBOR DRIVE, SUITE 315
SAUSALITO, California
UNITED STATES, 94965

APERIO GROUP LLC Contact Information

Phone Number: 415-339-4300
Fax Number: 415-339-4301
Website:

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