Aristotle Atlantic Partners, LLC

RIASEC RegisteredEst. 2016

Total AUM

$2.2B

Discretionary

$1.8B

80% of AUM

Avg account

$6.1M

Accounts

362

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 285721
Registered since: October 26, 2016
Website: www.aristotlecap.com
Custodians: J.P. MORGAN SECURITIES INC., DEUTSCHE BANK SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies39.66%
Pooled Investment Vehicles27.3%
Individuals18.85%
Charitable Organizations12.79%
Corporations / Businesses1.34%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aristotle Atlantic Partners, LLC is an SEC-registered institutional RIA formed in 2016 and organized as an LLC. The firm manages portfolios for both individuals and institutions and charges fees as a percentage of assets under management. Its advisory scope includes discretionary and non-discretionary portfolio management for individuals and small businesses, separate account management for investment companies and pooled vehicles, and advisory services for business or institutional clients. The firm does not identify as an active ESG investor and is not described as a multi-state adviser. Aristotle Atlantic also participates on the sponsor/manager side of pooled vehicles, acting as a sponsor, general partner, or managing member on some structures. That sponsor role suggests the firm is involved in running or sponsoring private vehicles in addition to providing traditional advisory services.