ARISTOTLE PACIFIC CLO ADVISER III, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 339520
- Registered since
- March 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Aristotle Pacific Clo Adviser III, LLC is organized as a limited liability company that, according to FINTRX, is registered with the SEC in 2026. Ownership is listed as a combination of a foreign entity and an individual, and the firm is classified as "Unclassified" in the snapshot. Its stated advisory activity is portfolio management for pooled investment vehicles, and FINTRX flags the firm as a related adviser and as acting in sponsor/GP or managing-member roles for pooled vehicles. Fee arrangements include both a percentage-of-assets model and performance-based fees, which is consistent with managers that operate private pooled vehicles. The snapshot also indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, is not a pension consultant, and is not a capital allocator.
Assets & Accounts
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
Owners & executives
2 of 2Joshua Schwab
Chief Financial OfficerCRD 7051012
DOMINIC NOLAN
Chief Executive OfficerCRD 4026940
Contacts
3 of 4CHARLES BOYD
Senior Managing DirectorCRD 2944763
CAROL RUMSEY
Assistant Vice PresidentCRD 6607444
MICHAEL MARZOUK
Senior Managing DirectorCRD 2913239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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