Aperture Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,000,000
Total clients
5
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$3,200,000
About
Aperture Advisors LLC is a registered investment adviser that offers ongoing portfolio management and related advisory services to individuals, high-net-worth clients, charitable organizations and business entities. The firm’s brochure reports no discretionary or non-discretionary assets under management and discloses that it uses both asset-based and performance-based fee arrangements.
Aperture documents client objectives in an Investment Policy Statement, generally requests discretionary trading authority, and provides regular portfolio monitoring. Its stated methods of analysis include charting, cyclical, fundamental, quantitative and technical approaches, and it deploys a broad set of strategies — from long-term equity and fixed income allocation to short sales, margin, options, real estate funds, commodities, private placements and venture capital — based on client suitability.
What is distinctive about Aperture is the combination of a very small operating footprint with an offering that includes performance-based compensation (using a high‑water mark) alongside standard asset-based accounts, a mix the firm identifies as creating potential conflicts of interest that it manages through policies and procedures. The brochure also notes operational practices that differ from many peers — for example, the firm does not aggregate trades for multiple client accounts and may receive research or other soft-dollar benefits from custodians.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,000 - And Up: 0.80%
Management fee of 1.00% plus 15% of capital gains using a high-water mark methodology, applicable to eligible clients (accredited investors and those suitable for higher-risk strategies)
Account minimum: $500,000
Main office location
Aperture Advisors LLC
West Palm Beach FL, United States
Number of offices
3
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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