Aperio Group - Ownership and Business Overview

Financial ServicesCompany

Aperio Group Ownership

Who owns Aperio Group?

Aperio Group is owned by BlackRock. It was acquired on November 23, 2020.

Was Aperio Group formerly PE-backed?

Yes. Aperio Group was formerly owned by 1 private investor.

Aperio Group Business Overview

Where is Aperio Group headquartered?

Aperio Group is headquartered in Sausalito, California.

What sector is Aperio Group in?

Aperio Group is a financial services company.

When was Aperio Group founded?

Aperio Group was founded in 1999.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Aperio Group LLC

Three Harbor Drive Suite 204,
Sausalito, California 94965
United States,
(415) 339-4300
www.aperiogroup.com

Aperio Group LLC designs and manages highly customized public equity portfolio solutions in separately managed accounts to meet the specific goals of advisors and their clients, specializing in three practice areas: Active Tax Management, Factor Tilts, and Socially Responsive Indexing/ESG. Through advanced processes, investor-focused portfolio construction research, and sophisticated technology, Aperio offers a level of customization unmatched in the industry. Aperio Group LLC was founded in 1999 and based in Sausalito, California.


Company Summary

SECTOR

Financial Services

Established

1999

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