ARISTOTLE INVESTMENT SERVICES, LLC

RIASEC RegisteredEst. 2023
Total AUM
$16.5B
Discretionary
$16.5B
100% of AUM
Avg account
$786M
Accounts
21
Employees
27
Advisory reps
7

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
324207
Registered since
January 27, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Aristotle Investment Services, LLC is an SEC-registered limited liability company (registered in 2023) that positions itself as a capital allocator for institutional clients. The firm’s advisory remit centers on portfolio management for investment companies and the selection and oversight of third‑party advisers. It also acts in sponsor/GP and managing‑member roles for pooled investment vehicles, indicating an emphasis on structuring and operating pooled funds alongside advisory responsibilities. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Joshua Schwab

    Chief Financial OfficerCRD 7051012

  • DOMINIC NOLAN

    Chief Executive OfficerCRD 4026940

Contacts

3 of 5
  • JOSEPH LALLANDE

    OwnerCRD 3136071

  • KIM ST HILAIRE

    Managing DirectorCRD 4916865

  • RICARDO COSTA

    Managing DirectorCRD 5150821

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
840 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth