Aperio Group, LLC

California
Registered In
08/11/1999
Incorp. Date

Company Summary

Aperio Group, LLC at 20 4, Sausalito, Ca 94965 lists Aperio Holdings, Llc of New York, NY as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Csc - Lawyers Incorporating Service Registered 1505 Agent
2170 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833 (View Past Addresses)
Aperio Holdings, Llc Manager
50 HUDSON YARDS, NEW YORK, NY 10001 (View Past Addresses)
Showing current associates only (2 of 6 total associates). Create a free account to see the full associate history

Map & Locations

20 4, SAUSALITO, CA 94965 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Aperio Group, LLC

Form 5500

APERIO GROUP LLC

3 Harbor Drive Suite 204, Sausalito, Ca 94965 (415) 339-4300 EIN:68-0436509 Plan Admin:Nancy Malik
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY128 / 0 Assets BOY/EOY$23,230,277 / $0 2022 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 128 / 0 $23,230,277 / $0
2021 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY130 / 128 Assets BOY/EOY$20,259,080 / $23,230,277 2021 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 130 / 128 $20,259,080 / $23,230,277
2020 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY114 / 130 Assets BOY/EOY$14,917,918 / $20,259,080 2020 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 114 / 130 $14,917,918 / $20,259,080
2019 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY96 / 113 Assets BOY/EOY$10,630,954 / $14,917,918 2019 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 96 / 113 $10,630,954 / $14,917,918
2019 Plan NameAPERIO GROUP LLC HEALTH & WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 2019 APERIO GROUP LLC HEALTH & WELFARE BENEFIT PLAN - Plan #501 100 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Aperio Holdings Llc -
Aperio Group, LLC Registered in Idaho
Garden City, ID New York, NY (1 more) View Report
Address Match:20 4 Sausalito, CA
Cogent Real Estate Economics, Inc. Registered in California
Sausalito, CA View Report
Related Business Names:
Aperio Consulting Group LLC Registered in New York
Brooklyn, NY View Report
Aperio Group, LLC Registered in Oregon
West Linn, OR View Report
Aperio Group, LLC Registered in Utah
Salt Lake City, UT Sausalito, CA View Report
Aperio Consulting Group LLC Registered in Montana
Conrad, MT View Report
Aperio Group, LLC Registered in Utah
Salt Lake City, UT Sausalito, CA View Report
Aperio Group, LLC Registered in Colorado
Littleton, CO Sausalito, CA View Report
The Aperio Group LLC Registered in New Hampshire
Alton Bay, NH Alton, NH View Report
Aperio Group, LLC Registered in Texas
Sausalito, CA View Report
Aperio Security Group, LLC Registered in Texas
Plano, TX View Report
Plano, TX View Report

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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