APERTURE INVESTORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$6.1B
Discretionary
$5.8B
95% of AUM
Avg account
$289M
Accounts
21
Employees
78
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
295468
Registered since
September 17, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles95.08%
  • Corporations / Businesses4.92%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aperture Investors, LLC is a SEC-registered investment adviser organized as an LLC and operating primarily as a hedge-fund style manager serving institutional clients. The firm, registered in 2018, focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients. Its fee arrangements include asset-based fees and performance-linked fees, and it identifies as an active ESG investor. The firm's organizational ownership is a mix of a domestic entity and individual ownership. Aperture is not a capital allocator in the third-party manager sense; instead it sponsors and manages pooled vehicles directly and is affiliated with other industry roles such as insurance company relationships and sponsor/GP responsibilities for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • THOMAS SPADACCINI

    COOCRD 2973773

  • RYAN MACDONALD

    Chief Compliance OfficerCRD 5062489

  • THOMAS CURTIN

    Chief Financial OfficerCRD 7369819

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Contacts

1 of 1
  • BENJAMIN FREEMAN

    General CounselCRD 7895767

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$36.7M in ETFs

Passive

100%

$36.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS)VanguardPassiveForeign Large Blend$22.4M290,90761.18%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth