Aristotle Capital Boston, LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$19.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 173198
Registered since: October 2, 2014
Website: www.aristotlecap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles41.53%
Pension & Profit Sharing Plans33.55%
State / Municipal Government11.88%
Investment Companies8.6%
Charitable Organizations2.12%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aristotle Capital Boston, LLC is a SEC-registered institutional RIA organized as an LLC. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory mandate spans separately managed accounts and pooled vehicles, including portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and other institutions. The firm is not positioned as an ESG investor, does not self-identify as a capital allocator or pension consultant, and is not listed as a multi-state adviser. Regulatory registration dates to 2014. Aristotle Capital Boston also has roles as an adviser and sponsor and serves as a general partner/managing member of pooled investment vehicles.