ARISTOTLE PACIFIC CAPITAL, LLC

CRD 298050File 801-117402

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$26.76B

Top 10% of cohort (national)

Discretionary AUM

$26.76B

Clients

44 accounts

Employees

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 26, 2019
Principal office: 840 NEWPORT CENTER DRIVE, 7TH FLOOR, NEWPORT BEACH, CA, 92660
Phone: (949) 681-2100
Website: http://www.linkedin.com/company/pacificassetmanagement/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $26.76B
Discretionary AUM: $26.76B
Non-discretionary AUM: $0
Discretionary accounts: 44
Non-discretionary accounts: 0
Total accounts: 44
AUM per client: $1.78B

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.49B
Insurance companies	Fewer than 5	$5.14B
Investment companies	5	$14.87B
Pooled investment vehicles	10	$4.62B
Pension and profit sharing plans	Fewer than 5	$106.9M
State or municipal government entities	Fewer than 5	$534.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Custody

ADV Item 9

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

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.