SourcingSourcing

APERIO GROUP, LLC

C24
CRD 111616·SEC 801-57184·SAUSALITO, CA
AUM
$152.13B
$1B+
Est. Revenue
$1.52B
@ 1% on AUM
Est. EBITDA
$456.4M
@ 30% margin
Est. Deal Value
$3.65B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APERIO GROUP, LLC
CRD
111616
SEC file #
801-57184
EIN
581961109
DBA names
—

Economics

AUM
$152.13B
AUM band
$1B+
AUM trajectory
'20'26
$24.74B → $152.13B▲ +515%
Client mix
Individuals High Net Worth25,295
Individuals Other5,717
Other1,873
Charitable Organizations800
Corporations151

Operations

Employees (total)
208
Advisory staff (per ADV)
88
Advisory staff (5-yr trend)
'20'26
24 advisors → 88 advisors▲ +267%
Primary office
SAUSALITO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
blackrock.com

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
APERIO HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
APERIO HOLDINGS, LLC
DEVICO, JOSEPH, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLACKROCK.COM
Rdap Domain Creation Date
1997-11-26T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
9,938
Form 5500 Compensation Trajectory 3y
20259,938
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
9,938
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001390003
Edgar Registered
Yes
Edgar Filing Count
83
Edgar First Filing Date
2007-02-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
81
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-059874
Edgar Former Names
Southeast Asset Advisors Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Charles Schwab5
Fidelity5
Full
Charles Schwab11
Fidelity7
E*trade4
Wells Fargo3
Raymond James2
Edgar Addresses
Mailing
314 GORDON AVENUETHOMASVILLE, GA 31792
Business
314 GORDON AVENUETHOMASVILLE, GA 31792
Edgar EIN
581961109
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-059874
13F-HR2026-02-13 · 0001104659-26-015207
Fee Schedule
Bracket I91
Bracket Ii8
Bracket Xi1
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-25T05:00:00Z
Rdap Domain Last Changed
2025-11-21T06:04:52Z
Rdap Nameservers
Ns1.blackrock.comNs2.blackrock.comNs3.blackrock.comNs4.blackrock.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
DEVICO, JOSEPH, GEORGE
Executive Officer · 2.5%
2808563
Ran, Leshem
Executive Officer · 2.5%
7342916
SNOY, JAIME, TOLLI
Executive Officer · 2.5%
4650979
PARK, CHARLES, CHOON SIK
Executive Officer · 2.5%
2704483