Aperture Advisors LLC

Overview

Aperture Advisors LLC is a small, privately owned registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm focuses on bespoke portfolio management for individuals, families and small businesses, and also takes on advisory relationships with businesses or institutional clients. Fee arrangements combine a percentage of assets under management with performance-based fees, indicating the firm may structure incentive-linked mandates for certain clients or strategies. Investment activity centers on equity exposure, with a strong tilt toward non‑exchange traded equity positions. The firm supplements equity allocations with conventional vehicles such as mutual funds and annuities, and directs capital into private-market strategies — notably venture capital, private placements and real estate. Aperture is not positioned as an ESG-driven adviser, and it does not present itself as a capital allocator or pension consultant; its owner structure is individual ownership, consistent with a small, owner-operated practice.

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Location & Offices