← Directory
ARISTOTLE ATLANTIC PARTNERS, LLC
CRD 285721File 801-108579
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$1.78B
Non-discretionary $437.7M
Clients
359
362 accounts
Employees
7
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 26, 2016
- Principal office
- 50 CENTRAL AVENUE, SUITE 750, SARASOTA, FL, 34236
- Phone
- 212-652-4150
- Website
- HTTPS://X.COM/ARISTOTLECAP
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $1.78B
- Non-discretionary AUM
- $437.7M
- Discretionary accounts
- 352
- Non-discretionary accounts
- 10
- Total accounts
- 362
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $29.7M |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 3 | $881.2M |
| Charitable organizations | 5 | $284.1M |
| Pooled investment vehicles | 2 | $606.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 335 | $418.8M |
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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.