Aperture Advisors LLC

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.