ARISTOTLE ATLANTIC PARTNERS, LLC
Latest filing: Mar 27, 2025 (89 days ago)
AUM
$3,224,096,478
12% change vs. 1 year ago
81% change vs. 3 years ago
297% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
-30% change vs. 1 year ago
-22% change vs. 3 years ago
-12% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SARASOTA, FL
50 CENTRAL AVENUE, SARASOTA, FL, UNITED STATES, 34236
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.8 |
| Non-Discretionary | $0.4 |
| Total | $3.2 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $1.4 |
| Institutional | $1.4 |
| Total | $3.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 317 | $0.4 |
| Average Individual AUM | $1,216,903 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 317 | $0.4 |
| Average Retail AUM | $1,216,903 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $0.9 |
| DEUTSCHE BANK SECURITIES INC. | NEW YORK-NY-USA | $0.4 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.8 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $1.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ARISTOTLE CAPITAL MANAGEMENT, LLC | $43.8 | 109876 | |
| ARISTOTLE INVESTMENT SERVICES, LLC | $16.2 | 324207 | |
| ARISTOTLE CAPITAL BOSTON, LLC | $2.7 | 173198 | |
| ARISTOTLE CREDIT PARTNERS, LLC | $0.2 | 169959 | |
| PAM CLO OPPORTUNITIES FUND GP LLC | $0.0 | - | |
| PAM BANK LOAN FUND GP LLC | $0.0 | - | |
| METWEST REALTY ADVISORS, LLC | $0.0 | 161739 | |
| SAUL FUND GP, LLC | $0.0 | - | |
| ARISTOTLE PACIFIC CAPITAL, LLC | $0.0 | - | |
| METWEST FUND MANAGER, LLC | $0.0 | - | |
| APC HY BOND GP, LLC | $0.0 | - | |
| APC SHORT DURATION HY GP, LLC | $0.0 | - | |
| SAUL FUND, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| GOSOM, MICHELLE, MONSALUD | OWNER, CHIEF COMPLIANCE OFFICER |
| HOLLANDER, JACQUELINE | CO-TRUSTEE |
| HOLLANDER, RICHARD, SCOTT | CO-TRUSTEE, OWNER, CHAIRMAN OF THE BOARD |
| SCHWEITZER, RICHARD, HARLAN | OWNER, SENIOR PARTNER |
| LISENBEE, GARY, WAYNE | OWNER, SENIOR PARTNER |
| SCARLETT, NANCY, JEDDELOH | OWNER, MANAGING DIRECTOR, CHIEF RISK OFFICER |
| HOLMAN, WALTER, ROSS | OWNER, DIRECTOR, SENIOR RESEARCH ANALYST |
| FITZPATRICK, OWEN, BERNARD | OWNER, MANAGING DIRECTOR, LEAD PORTFOLIO MANAGER |
| GLEICHER, HOWARD, ROY | TRUSTEE |
| HYNES, THOMAS, MICHAEL | OWNER, MANAGING DIRECTOR, PORTFOLIO MANAGER |
| ONEILL, BRENDAN, MICHAEL | OWNER, DIRECTOR, PORTFOLIO MANAGER |
| DAFT, NICHOLAS, JAMES | OWNER, DIRECTOR, SENIOR RESEARCH ANALYST |
| WOMACK, ROBERT, REID | OWNER, CHIEF INNOVATION OFFICER |
| CHANDWANI, SONA, SAPNA | OWNER, CHIEF ADMINISTRATIVE OFFICER |
| ST HILAIRE, KIM, MARIE | OWNER, MANAGING DIRECTOR, OPERATIONS & TRADING |
| QUAN, JOHN, ALBERT | OWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRENDAN O'NEILL | SARASOTA | FL | CHARTERED FINANCIAL ANALYST | ||||||
| NICHOLAS DAFT | SARASOTA | FL | S65|2023-02-02 | ||||||
| THOMAS HYNES | SARASOTA | FL | CHARTERED FINANCIAL ANALYST | ||||||
| OWEN FITZPATRICK | SARASOTA | FL | S66|2009-01-22 | CHARTERED FINANCIAL ANALYST | |||||
| WALTER HOLMAN | SARASOTA | FL | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.2 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $3.2 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $2.9 | $0.3 | 12% | 10 | -3 | -30% |
| 2023-04-04 | $1.8 | $1.4 | 75% | 10 | -3 | -30% |
| 2022-04-01 | $1.8 | $1.4 | 81% | 9 | -2 | -22% |
| 2021-04-05 | $1.3 | $1.9 | 145% | 8 | -1 | -12% |
| 2020-04-01 | $0.8 | $2.4 | 297% | 8 | -1 | -12% |
| 2019-04-01 | $0.3 | $2.9 | 968% | 8 | -1 | -12% |
| 2018-04-02 | $0.3 | $2.9 | 1024% | 11 | -4 | -36% |
| 2017-04-01 | $0.2 | $3.0 | 1221% | 7 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, CA-02/17/2017, CT-03/28/2022, DE-03/18/2024, FL-03/25/2021, GA-03/29/2019, IL-03/25/2021, MA-03/18/2024, MD-03/18/2024, NC-03/28/2022, NE-03/29/2019, NH-03/29/2019, NJ-04/26/2019, NY-10/26/2016, OH-03/25/2021, PA-03/25/2021, TX-03/25/2021, WA-03/18/2024, WY-03/29/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV