ARISTOTLE CAPITAL BOSTON, LLC
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
FINTRXOverview
Aristotle Capital Boston, LLC is an independent registered investment adviser organized as an LLC and in operation since 2014. The firm charges clients on a percentage-of-AUM basis and serves both individuals/families and institutional clients. Its advisory services are focused on discretionary portfolio management across a range of client structures, including individual/small business accounts, pooled investment vehicles, investment companies, and institutional/business accounts. The firm does not self-identify as an active ESG investor, is not a multistate adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 7MICHELLE GOSOM
Chief Compliance OfficerCRD 2969108
Sona Chandwani
Chief Administrative OfficerCRD 7877878
ROBERT WOMACK
Chief Innovation OfficerCRD 2379368
Contacts
3 of 5KIM ST HILAIRE
Managing DirectorCRD 4916865
RICHARD HOLLANDER
Chairman of the BoardCRD 724511
JOHN MCPHERSON
President, Principal, Portfolio ManagerCRD 4592511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$18M in ETFs
100%
$18M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $7.5M | 60,552 | 41.89% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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