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Company Information

Get to know Aperio

Founded in 1999 and acquired by BlackRock in 2021, Aperio specializes in creating and managing custom Separately Managed Accounts (SMAs). The firm's core mission is to provide sophisticated investment solutions that are tailored to the specific after-tax, risk, and values-based objectives of its clients. Aperio is a leader in active tax management, factor-based investing (factor tilts), and incorporating Environmental, Social, and Governance (ESG) or Socially Responsible Investing (SRI) criteria directly into portfolios. They primarily serve ultra-high-net-worth clients through wealth advisors and institutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Aperio

United States

Founded in

1999 (27 Years)

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Last online: No recent activity

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TrustFinance

(968 reviews)

Singapore

2020

(5 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.