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ARISTOTLE CAPITAL MANAGEMENT, LLC

11100 Santa Monica Blvd
Suite 1700
Los Angeles, California 90025-0449
Tel: 310-478-4005

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About ARISTOTLE CAPITAL MANAGEMENT, LLC

ARISTOTLE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ARISTOTLE CAPITAL MANAGEMENT, LLC. The firm was established in 02/08/2001. They have over 4 offices throughout the country.

ARISTOTLE CAPITAL MANAGEMENT, LLC is a Los Angeles, California based Financial Planning firm with nearly $43,668,924,063 assets under management, offering retirement planning & investment advisory services to 5998 clients. The firm is staffed with 164 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109876
SEC#801-60014
Assets Managed by Firm$43,668,924,063
No. of Clients5998
No. of Advisors164

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total5998$43,668,924,063
Individuals (other than high net worth individuals)5125$5,434,157,896
Pension and profit sharing plans75$4,961,207,299
Charitable organizations167$1,052,172,994
Corporations or other businesses557$2,693,108,289

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