Aperio Group, LLC

Utah
Registered In
01/21/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Aperio Group, LLC in Sausalito, CA was registered on 01/21/2021. It is listed at 3 Harbor Dr STE 204, Sausalito, Ca 94965.

Registered In
Utah
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Llc - Foreign
Status
Active - Current
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Corporation Service Company Registered Agent
15 W SOUTH TEMPLE STE 600, SALT LAKE CITY, UT 84101
3 HARBOR DR STE 204, SAUSALITO, CA 94965 View Map

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.
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 California
Sausalito, CA View Report
Aperio Group, LLC Registered in Idaho
Garden City, ID New York, NY (1 more) 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
Address Match:3 Harbor Dr Ste 204 Sausalito, CA
Tamalpais Asset Management Lp Registered in California
Sacramento, CA Sausalito, CA View Report
Tamalpais Global Parners, L.P. Registered in California
Sausalito, CA View Report
Tamalpais Global Partners, LLC Registered in California
Sausalito, CA View Report
Tym, Inc. Registered in California
Sausalito, CA View Report
Tamalpais Asset Management LLC Registered in California
Sausalito, CA Mill Valley, CA View Report
Tamalpais Investment Management LLC Registered in California
Sausalito, CA View Report
Lebensart Technology Inc. Registered in Florida
Sausalito, CA View Report
Lebensart Technology Inc. Registered in California
Sausalito, CA View Report
Boombuy, Inc. Registered in California
Eden Prairie, MN Sausalito, CA View Report
Holbrook, NY Sausalito, CA (1 more) View Report
Address Match:3 Harbor Dr Sausalito, CA
Blue Pine Partners, LLC Registered in California
Los Angeles, CA Sausalito, CA View Report
Dhi Broadway Associates, Lp Registered in California
Sausalito, CA View Report
Dhi Tracy Garden Associates, Lp Registered in California
Sausalito, CA View Report
Humanconcepts, LLC Registered in Idaho
Sausalito, CA View Report
Sausalito, CA View Report
Agua Caliente Villa I Associates, L.P. Registered in California
Sausalito, CA View Report
Atchison Village, LLC Registered in California
Sausalito, CA View Report
Sausalito, CA (1 more) View Report
Sausalito, CA View Report
Global Frontier Opportunity Fund, L.P. Registered in California
Sausalito, CA View Report
Sausalito, CA View Report
Sausalito, CA View Report
Hp Heritage Plaza Associates, L.P. Registered in California
Redding, CA Sausalito, CA View Report
Sausalito, CA View Report
Spanish Bay-Stockton Associates, LLC Registered in California
Sausalito, CA View Report
Sausalito, CA View Report
Tradewinds Private Capital I, Lp Registered in California
Sausalito, CA View Report

The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States