Aperture Advisors LLC
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About
Aperture Advisors LLC provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth clients, charitable organizations and business entities. The firm develops individualized investment policy statements and manages approximately $16 million across a small number of client accounts, investing in equities, fixed income, ETFs, real estate funds, private placements and other instruments.
The firm combines fundamental, quantitative, technical, charting and cyclical analysis and implements both long‑ and short‑term strategies, including options, margin and short sales when appropriate. Aperture seeks discretionary trading authority, conducts regular (at least quarterly) portfolio reviews, and executes trades through institutional custodial platforms.
Aperture’s acceptance of performance‑based fees is uncommon among peers: it uses a high‑water‑mark structure with a performance fee (20% carry alongside a management fee component) for accredited or higher‑risk clients while continuing to manage non‑performance fee accounts and disclosing procedures to mitigate side‑by‑side conflicts. The firm’s willingness to serve institutional clients and to allocate to private placements, venture capital and other alternative investments further differentiates its offering from many small independent advisers.
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+: 0.80%
Management Fee: 1.00%; Performance-Based Fee: 20% of capital gains using high-water mark methodology
Account minimum: $500,000
Main office
West Palm Beach FL
Advisors at this office
1
Most active in
Florida · New York
Also doing business as
Aperture Advisors LLC · Forest Hill Advisors LLC · Forest Hill Investment Advisors LLC
Disclosures
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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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