APERTURE ADVISORS LLC

Adviser information for APERTURE ADVISORS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Connecticut, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-128541
SEC ERA File Number 801-128541
SEC CIK Numbers None
SEC CRD Numbers 327627
Legal Entity Identifier None

Principal Office

345 BANYAN BLVD UNIT 714
WEST PALM BEACH
FL
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 561.203.6803, Fax: 0

Chief Compliance Officer

CHRISTIAN DE BERARDINIS
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
345 BANYAN BLVD UNIT 714
WEST PALM BEACH
FL
United States
Tel: 561.203.6803
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DE BERARDINIS, CHRISTIAN, EDUARDO Individual MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 06/2023 > 75%

No. Employees, Historic

10502023202420252 on 7/10/20232 on 7/11/20232 on 7/11/20232 on 8/14/20232 on 9/19/20232 on 10/9/20232 on 10/13/20232 on 10/13/20233 on 10/25/20233 on 10/26/20233 on 10/26/20234 on 2/20/20242 on 3/26/2024

RAUM, Historic

0002023202420250 on 7/10/20230 on 7/11/20230 on 7/11/20230 on 8/14/20230 on 9/19/20230 on 10/9/20230 on 10/13/20230 on 10/13/20230 on 10/25/20230 on 10/26/20230 on 10/26/20230 on 2/20/20240 on 3/26/2024