What departments does Aperio have?

Aperio has employees across 13 departments including Business Development, Human Resources, Finance, Product Management, Quality Assurance.

What is the largest department at Aperio?

The largest department at Aperio is Engineering with 7 employees.

Where are Aperio employees located globally?

Aperio has employees across 4 continents and 4 countries including Israel, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Hong Kong.

How has Aperio's team size changed over time?

Aperio's team has decreased from approximately 164 to 17 employees based on available data.

Aperio Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Aperio is a financial services firm that operates as an investment manager and is part of BlackRock, headquartered in Sausalito, California. It designs independently managed accounts (SMAs) that are customized to reflect each investor's profile, focusing on tax optimization and personalization across five dimensions: market exposure, taxes, personal values ESG, factors, and risk. The company emphasizes after-tax returns for taxable investors, employing tax-loss harvesting and other tax economics techniques to enhance overall after-tax performance. Aperio offers granular SRI/ESG personalization to align portfolios with clients' beliefs without sacrificing performance, and it maintains a human-first approach and personal service. The firm reports assets under management of about $48 billion as of 6/30/2022 and lists 51-200 employees.

Aperio Global Highlights

North America
63

United States Of America
63

Asia
1

Israel
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Aperio's Leadership

K. W.
Vice President Customer Relations
Mobile Phone
Email
D. B.
Co-Founder
Mobile Phone
Email
C. C.
Owner
Mobile Phone
Email
H. P.
Business Development Director
Mobile Phone
Email
J. W.
Director Of Human Resources
Mobile Phone
Email
L. F.
Director, Tax Economist At Aperio (part Of Blackrock)
Mobile Phone
Email
S. B.
Managing Director
Mobile Phone
Email
J. V.
Associate Portfolio Manager
Mobile Phone
Email

Aperio Employee Metrics

100%

50%

0%

2026

2025

Analytics
Operations
Engineering
Finance
Product Management
Other
Business Development
Banking
Community & Social Services
Accounting

Contact profiles from Aperio

Name

Title

Contact Info

Location

Last Update

C. C.
Owner
Mobile Phone
Email
Oct 22, 2024
D. B.
Co-Founder
Mobile Phone
Email
Feb 06, 2026
K. W.
Vice President Customer Relations
Mobile Phone
Email
Oct 21, 2024
H. P.
Business Development Director
Mobile Phone
Email
Oct 16, 2024
J. W.
Director Of Human Resources
Mobile Phone
Email
Oct 23, 2024
L. F.
Director, Tax Economist At Aperio (part Of Blackrock)
Mobile Phone
Email
Aug 02, 2024
S. B.
Managing Director
Mobile Phone
Email
Oct 21, 2024
J. V.
Associate Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 2025
A. D.
Product Manager
Mobile Phone
Email
United StatesPennsylvania
Apr 11, 2025
C. V.
Associate Portolio Manager
Mobile Phone
Email
United StatesPennsylvania
Jul 30, 2025

Frequently Asked Questions

What is Aperio known for?

Aperio was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 3 Harbor Drive Sausalito, California 94965 United States; you can contact the main corporate office by phone at

+1-415-339-****

. Explore Aperio's company overview page for more information.

What is Aperio's most common email format?

Aperio employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aperio email formats with LeadIQ.

How many employees does Aperio have currently?

Aperio has approximately 92 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Aperio's key employees and leadership?

As of December 2025, Aperio's key employees include:

Vice President Customer Relations: K. W.
Co-Founder: D. B.
Owner: C. C.
Business Development Director: H. P.
Director Of Human Resources: J. W.

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Aperio Employee Directory

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