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ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198File 801-80368
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.83B
Top 25% of cohort (national)
Discretionary AUM
$1.83B
Clients
94
95 accounts
Employees
9
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 135 | 94 | decreased by41 |
| Apr 1, 2026 | AUM | $2,717,645,378 | $1,831,250,587 | decreased by$886,394,791 |
| Apr 1, 2026 | Accounts | 136 | 95 | decreased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 9 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 124 | 135 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,384,203,341 | $2,717,645,378 | decreased by$1,666,557,963 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 127 | 136 | increased by9 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 110 | 124 | increased by14 |
| Apr 1, 2022 | AUM | $4,320,810,169 | $4,384,203,341 | increased by$63,393,172 |
| Apr 1, 2022 | Accounts | 113 | 127 | increased by14 |
| 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.