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ARISTOTLE ATLANTIC PARTNERS, LLC
CRD 285721File 801-108579
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 345 | 359 | increased by14 |
| Apr 1, 2026 | AUM | $3,224,096,478 | $2,222,137,002 | decreased by$1,001,959,476 |
| Apr 1, 2026 | Accounts | 348 | 362 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 230 | 345 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,784,043,626 | $3,224,096,478 | increased by$1,440,052,852 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 348 | increased by117 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 197 | 230 | increased by33 |
| Apr 1, 2022 | AUM | $1,535,677,235 | $1,784,043,626 | increased by$248,366,391 |
| Apr 1, 2022 | Accounts | 198 | 231 | increased by33 |
| Aug 1, 2021 | Clients | 159 | 197 | increased by38 |
| Aug 1, 2021 | AUM | $1,317,060,285 | $1,535,677,235 | increased by$218,616,950 |
| Aug 1, 2021 | Accounts | 164 | 198 | increased by34 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARISTOTLE ATLANTIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARISTOTLE ATLANTIC” 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.