Irene Gerasimos Apergis

Employer firm

Arrowroot Family Office, LLC CRD 168744

$431M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 03/2017
  Kls Professional Advisors Group, Llc
  Los Angeles, CA
• 04/2017 → 08/2020
  Arrowroot Partners
  Santa Monica, CA
• 05/2017 → Present
  Arrowroot Family Office, Llc
  Santa Monica, CA

Previous Registrations

• 2014-09-09 → 2016-02-04
  Kls Professional Advisors Group, Llc
  Los Angeles, CA
  New York, NY
• 2010-07-14 → 2014-06-02
  Ubs Financial Services Inc.
  Los Angeles, CA
• 2007-04-26 → 2010-07-27
  J.P. Morgan Securities Llc
  Los Angeles, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-02
• S65 Uniform Investment Adviser Law Examination
  2007-04-19
• S66 Uniform Combined State Law Examination
  1999-09-02

Other Names

• Rini Apergis
• Irene G Aspergis