APERIO GROUP, LLC
CRD #111616 SEC #801-57184 SAUSALITO, CA 415-339-4300
SEC Registered Private Funds
Total AUM
$111.4B
Discretionary
$111.4B
Employees
200
Clients
--
Accounts
23,842
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $111.4B | $111.4B | $0 | 200 | 0 |
| Sep 2025 | $111.4B | $111.4B | $0 | 200 | 0 |
| Jul 2025 | $111.4B | $111.4B | $0 | 200 | 0 |
| Mar 2025 | $111.4B | $111.4B | $0 | 200 | 0 |
| Dec 2024 | $80.2B | $80.2B | $0 | 170 | 0 |
| Sep 2024 | $80.2B | $80.2B | $0 | 170 | 0 |
| May 2024 | $80.2B | $80.2B | $0 | 170 | 0 |
| Mar 2024 | $80.2B | $80.2B | $0 | 170 | 0 |
| Mar 2023 | $54.5B | $54.5B | $0 | 150 | 0 |
| Mar 2022 | $54.1B | $54.1B | $0 | 147 | 0 |
| Jul 2021 | $41.5B | $41.5B | $0 | 112 | 0 |
| Mar 2021 | $41.5B | $41.5B | $0 | 112 | 0 |
| Mar 2021 | $41.5B | $41.5B | $0 | 112 | 0 |
| Jun 2020 | $34.5B | $34.5B | $0 | 100 | 0 |
| Jun 2020 | $34.5B | $34.5B | $0 | 100 | 0 |
| Mar 2020 | $34.5B | $34.5B | $0 | 100 | 0 |
| Mar 2019 | $24.7B | $24.7B | $0 | 89 | 0 |
| Oct 2018 | $23.8B | $23.8B | $0 | 82 | 0 |
| Aug 2018 | $23.8B | $23.8B | $0 | 82 | 0 |
| Mar 2018 | $23.8B | $23.8B | $0 | 82 | 0 |
| Mar 2017 | $15.6B | $15.6B | $0 | 68 | 1,600 |
| Mar 2017 | $15.6B | $15.6B | $0 | 68 | 1,600 |
| Jan 2017 | $13.2B | $13.2B | $0 | 50 | 1,600 |
| Feb 2016 | $13.2B | $13.2B | $0 | 50 | 1,600 |
| Feb 2016 | $13.2B | $13.2B | $0 | 50 | 1,600 |
| Mar 2015 | $10B | $10B | $0 | 40 | 1,100 |
| Jan 2015 | $7.1B | $7.1B | $0 | 26 | 1,400 |
| Apr 2014 | $7.1B | $7.1B | $0 | 26 | 1,400 |
| Mar 2014 | $7.1B | $7.1B | $0 | 26 | 1,400 |
| Apr 2013 | $3.2B | $3.2B | $0 | 20 | 900 |
| Mar 2012 | $2.1B | $2.1B | $0 | 11 | 600 |
| Mar 2012 | $2.1B | $2.1B | $0 | 11 | 600 |
| Mar 2011 | $1.9B | $1.9B | $0 | -- | -- |
| Jan 2010 | $966.4M | $966.4M | $0 | -- | -- |
| Mar 2009 | $966.4M | $966.4M | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Nov 2007 | $841.8M | $841.8M | $0 | 10 | -- |
| Mar 2007 | $841.8M | $841.8M | $0 | 10 | -- |
| Feb 2007 | $436.8M | $436.8M | $0 | 10 | -- |
| Mar 2006 | $436.8M | $436.8M | $0 | 10 | -- |
| Jun 2004 | $208M | $202.5M | $5.6M | 5 | -- |
| May 2002 | $192M | $192M | $0 | 5 | -- |
DateDec 2025
Total AUM$111.4B
Discretionary$111.4B
Non-Disc.$0
Employees200
Clients0
DateSep 2025
Total AUM$111.4B
Discretionary$111.4B
Non-Disc.$0
Employees200
Clients0
DateJul 2025
Total AUM$111.4B
Discretionary$111.4B
Non-Disc.$0
Employees200
Clients0
DateMar 2025
Total AUM$111.4B
Discretionary$111.4B
Non-Disc.$0
Employees200
Clients0
DateDec 2024
Total AUM$80.2B
Discretionary$80.2B
Non-Disc.$0
Employees170
Clients0
DateSep 2024
Total AUM$80.2B
Discretionary$80.2B
Non-Disc.$0
Employees170
Clients0
DateMay 2024
Total AUM$80.2B
Discretionary$80.2B
Non-Disc.$0
Employees170
Clients0
DateMar 2024
Total AUM$80.2B
Discretionary$80.2B
Non-Disc.$0
Employees170
Clients0
DateMar 2023
Total AUM$54.5B
Discretionary$54.5B
Non-Disc.$0
Employees150
Clients0
DateMar 2022
Total AUM$54.1B
Discretionary$54.1B
Non-Disc.$0
Employees147
Clients0
DateJul 2021
Total AUM$41.5B
Discretionary$41.5B
Non-Disc.$0
Employees112
Clients0
DateMar 2021
Total AUM$41.5B
Discretionary$41.5B
Non-Disc.$0
Employees112
Clients0
DateMar 2021
Total AUM$41.5B
Discretionary$41.5B
Non-Disc.$0
Employees112
Clients0
DateJun 2020
Total AUM$34.5B
Discretionary$34.5B
Non-Disc.$0
Employees100
Clients0
DateJun 2020
Total AUM$34.5B
Discretionary$34.5B
Non-Disc.$0
Employees100
Clients0
DateMar 2020
Total AUM$34.5B
Discretionary$34.5B
Non-Disc.$0
Employees100
Clients0
DateMar 2019
Total AUM$24.7B
Discretionary$24.7B
Non-Disc.$0
Employees89
Clients0
DateOct 2018
Total AUM$23.8B
Discretionary$23.8B
Non-Disc.$0
Employees82
Clients0
DateAug 2018
Total AUM$23.8B
Discretionary$23.8B
Non-Disc.$0
Employees82
Clients0
DateMar 2018
Total AUM$23.8B
Discretionary$23.8B
Non-Disc.$0
Employees82
Clients0
DateMar 2017
Total AUM$15.6B
Discretionary$15.6B
Non-Disc.$0
Employees68
Clients1,600
DateMar 2017
Total AUM$15.6B
Discretionary$15.6B
Non-Disc.$0
Employees68
Clients1,600
DateJan 2017
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees50
Clients1,600
DateFeb 2016
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees50
Clients1,600
DateFeb 2016
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees50
Clients1,600
DateMar 2015
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees40
Clients1,100
DateJan 2015
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees26
Clients1,400
DateApr 2014
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees26
Clients1,400
DateMar 2014
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees26
Clients1,400
DateApr 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees20
Clients900
DateMar 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients600
DateMar 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$966.4M
Discretionary$966.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$966.4M
Discretionary$966.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$841.8M
Discretionary$841.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$841.8M
Discretionary$841.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$436.8M
Discretionary$436.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$436.8M
Discretionary$436.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$208M
Discretionary$202.5M
Non-Disc.$5.6M
Employees5
Clients--
DateMay 2002
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees5
Clients--