Alcentra Capital Corporation

Portfolio Companies

Portfolio company

Aperio

www.aperiogroup.com

Sector

Financial Services

Investment Year

2019

Exit Year

N/A

Aperio

Founded in 1999 and based in Sausalito, CA, Aperio manages domestic and international equity portfolios for ultra-high net worth individuals via large financial intermediaries, including registered investment advisors, broker-dealers, and family offices. Aperio specializes in creating and managing tax-efficient, low-fee equity investment strategies reflecting each client’s unique risk profile and values.

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