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Head, Blackrock SMA Solutions · Aperio Group, LLC

Leshem Ran

CRD 7342916 · Named on Form ADV at one SEC-registered adviser

At a glance

Aperio Group, LLC, an SEC-registered wealth manager based in Sausalito, CA with $152.1 billion in regulatory assets, lists Leshem Ran on its Form ADV as Head, Blackrock SMA Solutions, a control person.

Firms and roles

  • Aperio Group, LLCHead, Blackrock SMA SolutionsWealth manager · Sausalito, CA · $152B in regulatory assets

AtlasMembers

Leshem’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Charles C. ParkChief Compliance Officer, Aperio Group, LLC
  • Jaime T. SnoyManaging Director, Co-Head US Wealth Advisory Business, Aperio Group, LLC
  • Joseph G. DevicoManaging Director, Co-Head US Wealth Advisory Business, Aperio Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leshem’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.