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APERIO GROUP, LLC
CRD 111616File 801-57184
APPROVED
Retail clients
Disclosure events
Filing as of Apr 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 33,901 | 32,028 | decreased by1,873 |
| Apr 1, 2026 | Employees | 200 | 208 | increased by8 |
| Apr 1, 2026 | Clients | 23,842 | 33,901 | increased by10,059 |
| Apr 1, 2026 | AUM | $111,408,313,810 | $152,125,253,086 | increased by$40,716,939,276 |
| Apr 1, 2026 | Accounts | 23,842 | 33,901 | increased by10,059 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 147 | 200 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,472 | 23,842 | increased by15,370 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $54,129,271,253 | $111,408,313,810 | increased by$57,279,042,557 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,472 | 23,842 | increased by15,370 |
| Apr 1, 2022 | Employees | 112 | 147 | increased by35 |
| Apr 1, 2022 | Clients | 6,830 | 8,472 | increased by1,642 |
| Apr 1, 2022 | AUM | $41,518,228,881 | $54,129,271,253 | increased by$12,611,042,372 |
| Apr 1, 2022 | Accounts | 6,831 | 8,472 | increased by1,641 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “APERIO GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APERIO GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.