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ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD 109876File 801-60014
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$43.54B
Top 10% of cohort (national)
Discretionary AUM
$43.54B
Clients
5,167
5,169 accounts
Employees
170
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Feb 8, 2001
Principal office
11100 SANTA MONICA BLVD, SUITE 1700, LOS ANGELES, CA, 90025-0449
Phone
310-478-4005

Assets & accounts

ADV Item 5F
Total regulatory AUM
$43.54B
Discretionary AUM
$43.54B
Non-discretionary AUM
$0
Discretionary accounts
5,169
Non-discretionary accounts
0
Total accounts
5,169
AUM per client
$8.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other420$2.25B
Non-U.S. persons12$102.1M
Insurance companiesFewer than 5$3.8M
Investment companies11$18.56B
Charitable organizations158$1.17B
Pooled investment vehicles17$8.87B
Pension and profit sharing plans59$3.46B
State or municipal government entities38$2.82B
Individuals (other than high net worth individuals)4,452$6.30B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.