ARISTOTLE CREDIT PARTNERS, LLC

840 Newport Center Drive
Suite 600
Newport Beach, California 92660
Tel: 949-681-2100

About ARISTOTLE CREDIT PARTNERS, LLC

ARISTOTLE CREDIT PARTNERS, LLC, formally registered with the SEC as ARISTOTLE CREDIT PARTNERS, LLC. The firm was established in 01/02/2014. They have over 2 offices throughout the country.

ARISTOTLE CREDIT PARTNERS, LLC is a Newport Beach, California based Financial Planning firm with nearly $947,269,185 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169959
SEC#	801-78984
Assets Managed by Firm	$947,269,185
No. of Clients	358
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	358	$947,269,185
Individuals (other than high net worth individuals)	222	$213,234,347
Pension and profit sharing plans	31	$344,638,535
Charitable organizations	17	$142,355,621
Corporations or other businesses	85	$231,417,799

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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