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APERIO GROUP, LLC
CRD 111616File 801-57184
APPROVED
Retail clients
Disclosure events
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.13B
Top 10% of cohort (national)
Discretionary AUM
$152.13B
Clients
32,028
33,901 accounts
Employees
208
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 20, 2000
- Principal office
- THREE HARBOR DRIVE, SUITE 204, SAUSALITO, CA, 94965
- Phone
- 415-339-4300
- Website
- https://www.blackrock.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.13B
- Discretionary AUM
- $152.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33,901
- Non-discretionary accounts
- 0
- Total accounts
- 33,901
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 151 | $1.95B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $4.1M |
| Investment companies | 3 | $787.7M |
| Charitable organizations | 800 | $22.47B |
| Other investment advisers | 8 | $12.4M |
| High net worth individuals | 25,295 | $95.15B |
| Pooled investment vehicles | 12 | $1.99B |
| Banking or thrift institutions | Fewer than 5 | $441K |
| Pension and profit sharing plans | 39 | $134.3M |
| State or municipal government entities | Fewer than 5 | $13.4M |
| Individuals (other than high net worth individuals) | 5,717 | $3.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 33901 | 32028 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.