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APERTURE INVESTORS, LLC

NEW YORK, NY · CRD 295468 · IAPD ↗ · apertureinvestors.com · 212-521-5180

$6.06BRegulatory AUM
34Advisory reps
78Employees
0Clients
n/aPlanning clients
9Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — APERTURE INVESTORS, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2026 — APERTURE INVESTORS, LLC reported RAUM up 39% ($4.36B -> $6.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2026 — APERTURE INVESTORS, LLC grew from 23 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
March 2025 — APERTURE INVESTORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
March 2025 — APERTURE INVESTORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.