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 11 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 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 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

 Subscribe to unlock this and 209,748
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Aperio Group

California Companies , Financial Services Companies , United States Companies , California Financial Services Companies , California Financial Services with Acquisitions , California Financial Services with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal