Aperimus Capital, LLC (Marina Del Rey)

Aperimus Capital, LLC is a large advisory firm based in Marina Del Rey. It manages $718.42 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.

Aperimus Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aperimus Capital: assets under management

The assets under management (AUM) of Aperimus Capital, LLC is $718.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $718.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.68 million each.

Aperimus Capital has custody of $718.42 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aperimus Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aperimus Capital serves?

The only and largest group of clients of Aperimus Capital is pooled investment vehicles with 4 clients and $718.42 million of assets under management. Among the 8 most similar advisory firms, Aperimus Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $718.42 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Aperimus Capital also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Aperimus Capital, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Catherine Louise Sellman	Managing member	1 Jan 2009	75% - 100%	6018596
Catherine L Sellman	Managing member	1 Jan 2009	75% - 100%	6018596
Ifat (Nmn) Eliaz	Chief compliance officer	1 Jan 2012	Other	6018583
Ifat Eliaz	Chief compliance officer	1 Jan 2012	Other	6018583

Based in Marina Del Rey

The principal office where Aperimus Capital, LLC performs its advisory services is located at 4640 Admiralty Way, Marina Del Rey, CA 90292, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-496-5822 or by fax 310-496-5823. The normal business hours are 7:30am - 5:30pm on Monday - Friday.