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 an SEC-registered investment firm organized as an LLC and operating primarily as a hedge fund manager. Founded before 2001 (SEC registration year listed as 2001), the firm serves both individual and family clients as well as institutional investors. Its advisory scope covers discretionary portfolio management across individuals/small businesses, investment companies, pooled investment vehicles and other institutional entities. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser in the provided data. Aristotle also performs sponsor and general partner roles and acts as a managing member of pooled investment vehicles, indicating it both runs proprietary strategies and allocates or structures pooled products for clients.