ARISTOTLE INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 324207
- Registered since
- January 27, 2023
- Website
- www.aristotlecap.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
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
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 5JOSEPH LALLANDE
OwnerCRD 3136071
KIM ST HILAIRE
Managing DirectorCRD 4916865
RICARDO COSTA
Managing DirectorCRD 5150821
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
Similar firms
PAAMCO PRISMA, LLC
RIANEWPORT BEACH, CA
PACIFIC PRIVATE FUND ADVISORS LLC
RIANEWPORT BEACH, CA
ARISTOTLE PACIFIC CAPITAL, LLC
RIANEWPORT BEACH, CA
RESEARCH AFFILIATES
RIANEWPORT BEACH, CA
SAGEVIEW ADVISORY GROUP, LLC
RIANEWPORT BEACH, CA
PACIFIC LIFE FUND ADVISORS LLC
RIANEWPORT BEACH, CA