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 institutional registered investment adviser organized as an LLC and SEC-registered in 2023. The firm positions itself as a capital allocator for institutional clients, providing portfolio management for investment companies and the selection of other advisers. Its revenue model is a percentage-of-AUM fee arrangement. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. Aristotle also acts in sponsor and general partner roles for pooled investment vehicles, and it lists related activity as an investment adviser and sponsor/manager of pooled vehicles. That combination — managing investment companies while selecting sub‑advisers and sponsoring pooled vehicles — points to a manager that runs registered investment vehicles and coordinates external managers or subadvisers as part of its solutions for institutional clients.
Assets & Accounts
Investments & Alternatives
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 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
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
Creative Planning Institutional Advisors, LLC
RIANewport Beach, CA
Pacific Life Fund Advisors LLC
RIANewport Beach, CA