APERIO GROUP Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Aperio Group

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Aperio Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3 Harbor Drive Suite 204 Sausalito, CA 94965 aperiogroup.com

Note: Revenues for privately held companies are statistical evaluations.




Aperio Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

Aperio Group Annual Revenue and Growth Rate

Aperio Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2019	Details in Premium Report
2018
2017
2016
2015
2014

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Aperio Group's revenues are gauged from an analysis of company filings.

Aperio Group's Income Statement (based on Industry Averages)

	$ Millions (Industry Average)
Aperio Group Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Aperio Group is developing and marketing. Aperio Group doesn't have any recent trademark applications, indicating Aperio Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
APERIO Financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services	09/17/2018
SOCIAL EFFICIENT FRONTIER Financial portfolio analysis services	04/16/2008

See all trademarks and details in the Full Report.

Recession Risk

Determine whether Aperio Group grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Aperio Group is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.

Market Share of Aperio Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Aperio Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	New York, NY	100
INTL FCSTONE	New York City, NY	66
FEDERAL HOME LOAN MORTGAGE	Mclean, VA	62
FMR	Boston, MA	40
MORGAN STANLEY DIRECT LENDING FUND	New York, NY	21
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	18
RITE-VALUE PHARMACY	Louisa, KY	16
BANK OF NEW YORK MELLON	Pittsburgh, PA	13
UBS AG	Weehawken, NJ	10

Nearby Competitors

These companies are similar in business line and location to Aperio Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HANSEL ENTERPRISES	Petaluma, CA	100
BPN-RPC	Rohnert Park, CA	16
NEPHILA ADVISORS	Larkspur, CA	13
APERIO GROUP	Sausalito, CA	10
ACORE CAPITAL	Larkspur, CA	10
POLARIS GREYSTONE FINANCIAL GROUP	San Rafael, CA	7

Future Competition: Aperio Group's Fastest Growing Competitors

These companies are in the same general field as Aperio Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)