Aristotle Pacific Capital, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 298050
- Registered since
- September 26, 2019
- Website
- www.pacificam.com
- Custodians
- THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies55.57%
- Insurance Companies19.22%
- Pooled Investment Vehicles17.27%
- Corporations / Businesses5.55%
- State / Municipal Government2%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aristotle Pacific Capital, LLC is an institutional registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm focuses on institutional clients and charges both AUM fees and performance-based fees. Its advisory capabilities center on portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. The firm is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and does not perform pension consulting. On the operational side, Aristotle Pacific serves in sponsor and general partner roles for pooled vehicles and is listed as an adviser and managing member of investment vehicles it sponsors, indicating it combines advisory duties with fund-management responsibilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Private Funds69%
- Other12%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Joshua Schwab
Chief Financial OfficerCRD 7051012

Dominic Nolan
Chief Executive OfficerCRD 4026940
Contacts
3 of 8
David Weismiller
Senior Managing DirectorCRD 5835428
Brian Robertson
Senior Managing DirectorCRD 4263090
Michael Marzouk
Senior Managing DirectorCRD 2913239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$330M in ETFs
67%
$220M
33%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $55.1M | 2,714,072 | 16.69% |
Location
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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