ARISTOTLE CAPITAL MANAGEMENT, LLC

Latest filing: Mar 12, 2025 (104 days ago)
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AUM

$43,833,669,241
0% change vs. 1 year ago
-12% change vs. 3 years ago
61% change vs. 5 years ago
377% change vs. 10 years ago

Employee Count

156
-5% change vs. 1 year ago
3% change vs. 3 years ago
39% change vs. 5 years ago
164% change vs. 10 years ago

Main Office

LOS ANGELES, CA
11100 SANTA MONICA BLVD, LOS ANGELES, CA, UNITED STATES, 90025-0449

Client AUM

Discretion AUM
Discretionary $43.8
Non-Discretionary $0.0
Total $43.8
Client AUM
Retail $6.2
Pooled $26.9
Institutional $10.7
Total $43.8
Retail Accounts AUM
Individual 5,057 $6.2
Average Individual AUM $1,232,530
HNW 0 $0.0
Average HNW AUM $0
Retail Total 5,057 $6.2
Average Retail AUM $1,232,530

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $2.7
BNY MELLON SECURITIES CORPORATION NEW YORK-NY-USA $2.2
STATE STREET GLOBAL MARKETS, LLC NEW YORK-NY-USA $1.5
J.P. MORGAN SECURITIES LLC NEW YORK-NY-USA $1.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $17.0
Retail SMA AUM $6.2
Institutional SMA AUM $10.7
Asset Class % AUM
Equity Exch 98% $16.6
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 2% $0.3
Other 0% $0.0
Total 100% $17.0

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 PACIFIC CAPITAL, LLC $26.7 298050
ARISTOTLE INVESTMENT SERVICES, LLC $16.2 324207
ARISTOTLE ATLANTIC PARTNERS, LLC $3.2 285721
ARISTOTLE CAPITAL BOSTON, LLC $2.7 173198
ARISTOTLE CREDIT PARTNERS, LLC $0.2 169959
METWEST REALTY ADVISORS, LLC $0.0 161739
METWEST FUND MANAGER $0.0 -
SAUL FUND GP, LLC $0.0 -
PAM BANK LOAN FUND GP LLC $0.0 -
PAM CLO OPPORTUNITIES FUND GP LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

32 active

Name Title
SCHWEITZER, RICHARD, HARLAN OWNER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CO-TRUSTEE
GLEICHER, HOWARD, ROY OWNER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER, OWNER/MEMBER
BOROWSKI, STEVEN, MARK OWNER, PRESIDENT
HOLLANDER, RICHARD, SCOTT OWNER, CHAIRMAN OF THE BOARD, CO-TRUSTEE
GOSOM, MICHELLE, MONSALUD OWNER, CHIEF COMPLIANCE OFFICER
LISENBEE, GARY, WAYNE OWNER, VICE CHAIRMAN, CO-TRUSTEE
HOLLANDER, JACQUELINE CO-TRUSTEE
SCARLETT, NANCY, JEDDELOH OWNER, MANAGING DIRECTOR, CHIEF RISK OFFICER
LLINAS NEGRET, MARIA, CATALINA OWNER, CO-CHIEF INVESTMENT OFFICER
BOROWSKI, STEVEN CO-TRUSTEE
BOROWSKI, LINDA CO-TRUSTEE
SCHWEITZER, JULIE, LYNNE CO-TRUSTEE
LISENBEE, MARY, JO CO-TRUSTEE
WOMACK, ROBERT, REID OWNER, CHIEF INNOVATION OFFICER, REGISTERED AGENT
CHANDWANI, SONA, SAPNA OWNER, CHIEF ADMINISTRATIVE OFFICER
QUAN, JOHN, ALBERT OWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER
ST HILAIRE, KIM, MARIE OWNER, MANAGING DIRECTOR, OPERATIONS & TRADING
HAWLEY, VICTOR OWNER, DIRECTOR OF RESEARCH

ADVDB.CO • SOURCE: SEC

Representatives

29 active representatives found, showing 20 random

Name City State Exams Designations
MOSHE GOLDSTEIN LOS ANGELES CA S66|2019-02-15
PETER SYKES LOS ANGELES CA S63|1988-08-04|S65|2008-12-22
ANDREW GOTFRIED LOS ANGELES CA S66|2023-01-09
RAJI MANASSEH LOS ANGELES CA S63|2000-08-28|S66|2001-08-20
PATRICK SCHUSSMAN LOS ANGELES CA S66|1998-09-21
WILLIAM ELLISON LOS ANGELES CA S66|2016-10-04
GREGORY PADILLA LOS ANGELES CA CHARTERED FINANCIAL ANALYST
TEJAS SHIRGUPPI LOS ANGELES CA S66|2018-02-14
STEVEN BOROWSKI LOS ANGELES CA S65|1993-05-17|S63|2016-10-10
MARIA CATALINA LLINAS-GUSTAFSON LOS ANGELES CA S65|2006-03-09 CHARTERED FINANCIAL ANALYST
MICHAEL SINDICI LOS ANGELES CA S63|2001-04-04|S65|1999-12-27 CHARTERED FINANCIAL ANALYST
ALBERTO JIMENEZ CRESPO LOS ANGELES CA S66|2005-01-21 CHARTERED FINANCIAL ANALYST
GARY LISENBEE LOS ANGELES CA S65|1992-09-04
JOHN MANLEY LOS ANGELES CA S63|2014-08-14 CHARTERED FINANCIAL ANALYST
ANTHONY CAFARCHIA LOS ANGELES CA S66|2018-04-30
ROBERT WOMACK LOS ANGELES CA S63|1996-02-16|S65|2003-12-17
WILLIAM AVERILL LOS ANGELES CA S63|2006-06-19
RAYMOND BERTRAND LOS ANGELES CA S63|1998-02-17|S66|2006-10-07
HOWARD GLEICHER LOS ANGELES CA S63|1991-01-10|S65|1992-03-05
RANJIT SUFI LOS ANGELES CA S63|1999-08-30|S65|1999-12-27

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $43.8 $0.0 0% 156 0 0%
2025-04-21 $43.8 $0.0 0% 156 0 0%
2024-04-02 $43.7 $0.2 0% 164 -8 -5%
2023-04-04 $40.5 $3.3 8% 154 2 1%
2022-04-01 $49.7 -$5.8 -12% 152 4 3%
2021-04-05 $35.6 $8.2 23% 120 36 30%
2020-04-01 $27.2 $16.7 61% 112 44 39%
2019-04-01 $13.5 $30.4 225% 100 56 56%
2018-04-02 $13.7 $30.1 219% 95 61 64%
2017-04-01 $12.2 $31.6 260% 79 77 97%
2016-04-01 $9.2 $34.6 375% 71 85 120%
2015-04-01 $9.2 $34.6 377% 59 97 164%
2014-04-01 $7.1 $36.7 518% 41 115 280%
2013-04-01 $3.1 $40.7 1313% 31 125 403%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, AK-03/13/2020, AL-03/13/2020, AZ-02/08/2001, CA-02/08/2001, CO-02/05/2003, CT-02/05/2003, DC-03/14/2014, DE-03/14/2014, FL-02/08/2001, GA-02/05/2003, HI-01/24/2014, IA-03/13/2023, ID-03/27/2008, IL-02/08/2001, IN-06/19/2007, KS-03/16/2015, KY-03/13/2020, LA-06/19/2007, MA-02/05/2003, MD-06/19/2007, ME-03/16/2021, MI-02/05/2003, MN-02/08/2001, MO-02/05/2003, MT-03/16/2015, NC-06/19/2007, ND-03/08/2019, NE-06/19/2007, NH-06/19/2007, NJ-02/05/2003, NM-03/13/2023, NV-02/08/2001, NY-02/08/2001, OH-02/05/2003, OK-06/19/2007, OR-02/05/2003, PA-02/05/2003, PR-03/04/2024, RI-03/16/2021, SC-03/16/2015, SD-03/16/2015, TN-06/20/2007, TX-09/24/1992, UT-03/16/2015, VA-06/19/2007, VI-03/13/2023, WA-02/08/2001, WI-03/16/2021, WY-03/13/2020
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV