Aperture Advisors LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$3.2M
Accounts
5
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
327627
Registered since
August 14, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aperture Advisors LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm focuses on portfolio management for private clients — individuals, families and small businesses — and also manages portfolios for business or institutional clients. Its fee arrangement combines a percentage-of-assets-under-management schedule with the potential for performance-based fees. Aperture does not position itself as a capital allocator; its activities emphasize bespoke portfolio management rather than managing third-party capital programs. It is not identified as an active ESG investor. Advisory services center on discretionary portfolio construction and ongoing management for a very small client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 75%, Cash & Cash Equivalents 15%, Exchange Traded Equities 10%75%
  • Non-Exchange Traded Equities75%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth