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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Sausalito, CA HQ: Sausalito, CA

Aperio Group

$152.1B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($7.26B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Private Equity, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$7.26B
Total AUM: $152.1B
Median Disclosed Amount
$106.0M
Range: $15.0M – $1.01B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Aperio Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Ares Senior Direct Lending Fund III, L.P.Adviser 7.B Vehicle Direct Lending 2024
$1.01B
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Summit Partners Europe Growth Equity Fund IV, L.P.Adviser 7.B Vehicle Growth Equity 2024
$946.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cinven Eighth Fund, L.P.Adviser 7.B Vehicle Buyout 2024
$876.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
HarbourVest Dover Street XI, L.P.Adviser 7.B Vehicle Secondaries 2024
$832.4M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
American Securities Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$832.4M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Aperio Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Aperio Group (Family Office / MFO, $152.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $2,738.3M Unallocated Target Bandwidth). SEC Form ADV (801-57184, CRD #111616) verified $152.12B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Aperio Group

1,020 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aperio Group (26 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DE Shaw Diopter II (2023 Vintage)
Aperio Group: $67.0M · SEC Form ADV 7.B
Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account: $106.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: DRA Master XI (2023 Vintage) · DRA Growth and Income Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Chappaqua, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2024 Vintage)
Aperio Group: $20.0M · SEC Form ADV 7.B
Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory: $52.0M · SEC Form ADV 7.B

Additional shared vehicles: DE Shaw Diopter II (2023 Vintage) · DRA Master XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Wilmington Trust Investment Advisors, Inc.

OCIO / Wealth RIA Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DRA Master XI (2023 Vintage)
Aperio Group: $24.0M · SEC Form ADV 7.B
Wilmington Trust Investment Advisors, Inc.: $79.0M · SEC Form ADV 7.B

Additional shared vehicles: DE Shaw Diopter II (2023 Vintage) · DRA Growth and Income Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+1,017 Additional Institutional LPs Report Shared Vehicles with Aperio Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 26 total tracked records for Aperio Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1,020 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Aperio Group

Real Estate LPs →Buyout LPs →Private Credit LPs →Private Equity LPs →Growth Equity LPs →

Frequently Asked Questions: Aperio Group

What type of institutional allocator is Aperio Group and what is their typical disclosed ticket size?

Aperio Group is categorized under Family Office / MFO (Regional Roadshow Hub: Sausalito, CA; Headquarters: Sausalito, CA). Across 26 historical disclosure records tracked on Prilago ($7.26B total parsed USD across disclosed rows), the median disclosed amount is $106.0M (range: $15.0M to $1.01B).

Which private-market strategies appear in Aperio Group's public disclosures?

Aperio Group has disclosed records across Real Estate, Buyout, Private Credit, Private Equity, Growth Equity. Open preview records include Ares Senior Direct Lending Fund III, L.P. (2024 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2024 Vintage), Cinven Eighth Fund, L.P. (2024 Vintage), HarbourVest Dover Street XI, L.P. (2024 Vintage).

How are Aperio Group's historical records substantiated and separated from active searches on Prilago?

Records for Aperio Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Aperio Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/aperio-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Aperio Group?

In Prilago's bilateral commitment graph, Aperio Group shares resolved underlying fund vehicles with 1,020 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. DE Shaw Diopter II (2023 Vintage)), Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory (14 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2024 Vintage)), Wilmington Trust Investment Advisors, Inc. (13 shared vehicles, e.g. DRA Master XI (2023 Vintage)).

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