ARISTOTLE PACIFIC CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$26.8B
Discretionary
$26.8B
100% of AUM
Avg account
$608M
Accounts
44
Employees
46
Advisory reps
10

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

FINTRX

Overview

Aristotle Pacific Capital, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2019. The firm focuses on institutional clients and provides portfolio management across investment companies, pooled investment vehicles, and business or institutional accounts. Its compensation model combines a percentage-of-AUM fee with performance-based fees. The adviser does not characterize itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant in the available filing information.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 69%, Other 12%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 2%, US Government Bonds 1%69%
  • 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 8

Active vs passive

$190M in ETFs

Passive

58%

$110M

Active

42%

$80.1M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN)State StreetActiveBank Loan$40M997,06621.09%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth