ARISTOTLE CAPITAL BOSTON, LLC

One Federal Street
36th Floor
Boston, Massachusetts 02110
Tel: 617-274-3700

About ARISTOTLE CAPITAL BOSTON, LLC

ARISTOTLE CAPITAL BOSTON, LLC, formally registered with the SEC as ARISTOTLE CAPITAL BOSTON, LLC. The firm was established in 10/02/2014. They have over 3 offices throughout the country.

ARISTOTLE CAPITAL BOSTON, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,334,302,462 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173198
SEC#	801-80368
Assets Managed by Firm	$3,334,302,462
No. of Clients	152
No. of Advisors	11

Fee Structure

A percentage of AUM
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 Clients	AUM
Firm Total	152	$3,334,302,462
Individuals (other than high net worth individuals)	92	$38,709,698
Pension and profit sharing plans	17	$1,208,757,566
Charitable organizations	13	$66,144,786
Corporations or other businesses	19	$292,183,862

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