ARISTOTLE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

Total AUM

$43.5B

Discretionary

$43.5B

100% of AUM

Avg account

$8.4M

Accounts

5,169

Employees

170

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 109876
Registered since: February 8, 2001
Website: www.aristotlecap.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies42.62%
Pooled Investment Vehicles20.37%
Individuals14.48%
Pension & Profit Sharing Plans7.94%
State / Municipal Government6.48%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aristotle Capital Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2001. The firm operates as a hedge-fund-style manager and provides portfolio management across a mix of client types, including individuals and families as well as institutional investors. Its advisory services include separately managed accounts and pooled investment vehicles for individuals, businesses, investment companies and other institutions. Fee arrangements include percentage-of-assets, fixed fees and performance-based fees. Aristotle does not list itself as an active ESG investor and is not designated as a multi-state adviser in the source material. It also acts in sponsor and manager roles for pooled vehicles, indicating involvement on both the adviser and general partner/manager side of certain strategies.