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 investment adviser formed as an LLC and first registered in 2016. The firm serves both individual/family and institutional clients and charges clients on a percentage‑of‑AUM fee schedule. Its advisory services emphasize portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles and other business or institutional accounts. The firm is not described as an active ESG investor and it appears to be involved in sponsoring pooled vehicles and limited partnerships in addition to its advisory work.