Aperio Group LLC

Aperio Group LLC is a California-based Limited Liability Company employing 89 individuals, 24 of whom work in advisory positions. Its client size remains undisclosed. As of January 20, 2000, the Securities and Exchange Commission (SEC) recognizes it as an approved entity.

• ANGELA MAREN OSBORNE

  CHIEF OPERATING OFFICER owns less than 5%

• APERIO HOLDINGS, LLC

  MEMBER OF APERIO GROUP, LLC owns 75% or more

• LAWRENCE STEWART HING

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARK J. NUTI

  CHIEF FINANCIAL OFFICER owns less than 5%

• PATRICK GEDDES

  CHIEF EXECUTIVE OFFICER owns less than 5%

• PAUL SOLLI

  CHIEF MARKETING AND STRATEGY OFFICER owns less than 5%

• GGC APERIO HOLDINGS L.P.

  MEMBER OF APERIO HOLDINGS, LLC owns more than 50% but less than 75%

• GGC OPPORTUNITY FUND MANAGEMENT, L.P.

  GENERAL PARTNER OF GOLDEN GATE CAPITAL OPPORTUNITY FUND, L.P.

• GGC OPPORTUNITY FUND MANAGEMENT, L.P.

  GENERAL PARTNER OF GOLDEN GATE CAPITAL OPPORTUNITY FUND-A, L.P.

• GOLDEN GATE CAPITAL OPPORTUNITY FUND, LP

  LIMITED PARTNER OF GGC APERIO HOLDINGS L.P. owns more than 50% but less than 75%

• GOLDEN GATE CAPITAL OPPORTUNITY FUND-A, L.P.

  LIMITED PARTNER OF GGC APERIO HOLDINGS L.P. owns more than 25% but less than 50%

• Caldwell Sutter Capital Inc
• Marin BAY Wealth Advisors LLC
• Main Street Research LLC
• KARP Capital Management Corporation
• Steelriver Infrastructure Management US LLC
• VERT Asset Management LLC
• Abbrea Capital LLC
• Verity Wealth Advisors LLC
• Prospect Capital Advisors LLC

• Shifting Tides: Aperio Group, LLC Q3 2020 vs. Q4 2020 13F Holdings Comparison