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ARISTOTLE CAPITAL MANAGEMENT, LLC
CRD 109876File 801-60014
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 420 | $2.25B |
| Non-U.S. persons | 12 | $102.1M |
| Insurance companies | Fewer than 5 | $3.8M |
| Investment companies | 11 | $18.56B |
| Charitable organizations | 158 | $1.17B |
| Pooled investment vehicles | 17 | $8.87B |
| Pension and profit sharing plans | 59 | $3.46B |
| State or municipal government entities | 38 | $2.82B |
| Individuals (other than high net worth individuals) | 4,452 | $6.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 156 | 170 | increased by14 |
| Apr 1, 2026 | Clients | 5,903 | 5,167 | decreased by736 |
| Apr 1, 2026 | AUM | $43,833,669,241 | $43,543,321,650 | decreased by$290,347,591 |
| Apr 1, 2026 | Accounts | 5,904 | 5,169 | decreased by735 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 152 | 156 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,752 | 5,903 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $49,666,660,464 | $43,833,669,241 | decreased by$5,832,991,223 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,752 | 5,904 | increased by152 |
| Mar 1, 2022 | Employees | 120 | 152 | increased by32 |
| Mar 1, 2022 | Clients | 3,313 | 5,752 | increased by2,439 |
| Mar 1, 2022 | AUM | $35,623,141,405 | $49,666,660,464 | increased by$14,043,519,059 |
| Mar 1, 2022 | Accounts | 3,313 | 5,752 | increased by2,439 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARISTOTLE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARISTOTLE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.