Aperture Investors, LLC is a large advisory firm based in New York. It manages $1.05 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Massachusetts.
Aperture Investors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aperture Investors, LLC is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 331% since the beginning of its operation, and $689.88 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aperture Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Aperture Investors is pooled investment vehicles with 1 clients and $689.88 million of assets under management. Among the 13 most similar advisory firms, Aperture Investors has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.05 billion for 2 clients. 50% of the firm’s clients are foreign persons or businesses.
Aperture Investors doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aperture Investors, LLC performs its advisory services is located at 250 West 55 Th Street, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-521-5180. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at apertureinvestors.com and its LinkedIn profile.