$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-14-2023
- Office Locations
- 2
Office Locations
-- SAN Juan PR
-- West Palm Beach FL
About Aperture Advisors LLC
Aperture Advisors LLC is a West Palm Beach-based RIA with 2 offices. The firm has been operating for 2 years. Managing $16.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTIAN EDUARDO DE BERARDINIS
Chief Compliance Officer, Financial Advisor, Managing Partner, Vice President
- CRD
- #4312327
- Ownership
- 75% or more
Available
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E
EMILIO DORINO MASCI
Advisor
- CRD
- #3269833
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | $3,200,000 |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | $3,200,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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