ARISTOTLE CAPITAL BOSTON, LLC

CRD 173198File 801-80368

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.83B

Top 25% of cohort (national)

Discretionary AUM

$1.83B

Clients

95 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 2, 2014
Principal office: ONE FEDERAL STREET, 36TH FLOOR, BOSTON, MA, 02110
Phone: 617-274-3700
Website: HTTPS://X.COM/ARISTOTLECAP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.83B
Discretionary AUM: $1.83B
Non-discretionary AUM: $0
Discretionary accounts: 95
Non-discretionary accounts: 0
Total accounts: 95
AUM per client: $19.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$14.7M
Investment companies	2	$157.5M
Charitable organizations	6	$38.8M
Pooled investment vehicles	4	$760.6M
Pension and profit sharing plans	11	$614.4M
State or municipal government entities	Fewer than 5	$217.6M
Individuals (other than high net worth individuals)	63	$27.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

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

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.