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Home > Retirement Planners > california > newport beach > ARISTOTLE PACIFIC CAPITAL, LLC
ARISTOTLE PACIFIC CAPITAL, LLC
840 Newport Center Drive
7th Floor
Newport Beach, California 92660
Tel: 844 597 3886
About ARISTOTLE PACIFIC CAPITAL, LLC
ARISTOTLE PACIFIC CAPITAL, LLC, formally registered with the SEC as ARISTOTLE PACIFIC CAPITAL, LLC. The firm was established in 09/26/2019. They have over 1 offices throughout the country.
ARISTOTLE PACIFIC CAPITAL, LLC is a Newport Beach, California based Financial Planning firm with nearly $21,865,344,448 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298050 |
| SEC# | 801-117402 |
| Assets Managed by Firm | $21,865,344,448 |
| No. of Clients | 31 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $21,865,344,448 |
| Pension and profit sharing plans | Fewer than 5 clients | $63,356,576 |
| Charitable organizations | Fewer than 5 clients | $331,542,078 |
| Corporations or other businesses | Fewer than 5 clients | $746,344,834 |
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