ARISTOTLE CREDIT PARTNERS, LLC
Latest filing: Mar 28, 2025 (88 days ago)
AUM
$225,037,471
-76% change vs. 1 year ago
-63% change vs. 3 years ago
-56% change vs. 5 years ago
-45% change vs. 10 years ago
Employee Count
2
-50% change vs. 1 year ago
-67% change vs. 3 years ago
-75% change vs. 5 years ago
-90% change vs. 10 years ago
Main Office
LOS ANGELES, CA
11100 SANTA MONICA BLVD, LOS ANGELES, CA, UNITED STATES, 90025
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.1 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.1 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PNC BANK | PITTSBURGH-PA-USA | $0.3 |
| UBS FINANCIAL SERVICES INC. | NEW YORK-NY-USA | $0.2 |
| PERSHING LLC | JERSEY CITY-NJ-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 | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| 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 | 95% | $0.2 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
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 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 | |
| PAM CLO OPPORTUNITIES FUND GP LLC | $0.0 | - | |
| PAM BANK LOAN FUND GP LLC | $0.0 | - | |
| APC HY BOND GP, LLC | $0.0 | - | |
| APC SHORT DURATION HY GP, LLC | $0.0 | - | |
| METWEST FUND MANAGER, LLC | $0.0 | - | |
| METWEST REALTY ADVISORS, LLC | $0.0 | 161739 | |
| SAUL FUND GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| SCHWEITZER, RICHARD, HARLAN | OWNER, SENIOR PARTNER |
| HOLLANDER, RICHARD, SCOTT | OWNER, MANAGER, CO-TRUSTEE |
| LISENBEE, GARY, WAYNE | OWNER, SENIOR PARTNER |
| GLEICHER, HOWARD, ROY | TRUSTEE, OWNER, DIRECTOR |
| HOLLANDER, JACQUELINE | CO-TRUSTEE |
| LOPEZ, DOUGLAS, FRANK | OWNER, PORTFOLIO MANAGER |
| DENISEVICH, ANDREA, M | OWNER, CHIEF COMPLIANCE OFFICER |
| REIDT, TERENCE, LEE | OWNER, PORTFOLIO MANAGER |
| SCARLETT, NANCY, JEDDELOH | DIRECTOR, CHIEF RISK OFFICER |
| GOSOM, MICHELLE, MONSALUD | DIRECTOR |
| WOMACK, ROBERT, REID | OWNER, CHIEF INNOVATION OFFICER |
| CHANDWANI, SONA, SAPNA | OWNER, CHIEF ADMINSTRATIVE OFFICER |
| ST HILAIRE, KIM, MARIE | OWNER, MANAGING DIRECTOR, OPERATIONS & TRADING |
| QUAN, JOHN, ALBERT | OWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TERENCE REIDT | NEWPORT BEACH | CA | CHARTERED FINANCIAL ANALYST | ||||||
| DOUGLAS LOPEZ | NEWPORT BEACH | CA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.2 | $0.0 | 0% | 2 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.9 | -$0.7 | -76% | 4 | -2 | -50% |
| 2023-04-04 | $0.7 | -$0.5 | -67% | 7 | -5 | -71% |
| 2022-04-01 | $0.6 | -$0.4 | -63% | 6 | -4 | -67% |
| 2021-04-05 | $0.5 | -$0.2 | -51% | 7 | -5 | -71% |
| 2020-04-01 | $0.5 | -$0.3 | -56% | 8 | -6 | -75% |
| 2019-04-01 | $0.5 | -$0.2 | -50% | 8 | -6 | -75% |
| 2018-04-02 | $0.4 | -$0.2 | -45% | 8 | -6 | -75% |
| 2017-04-01 | $0.4 | -$0.2 | -42% | 7 | -5 | -71% |
| 2016-04-01 | $0.4 | -$0.2 | -42% | 8 | -6 | -75% |
| 2015-04-01 | $0.4 | -$0.2 | -45% | 20 | -18 | -90% |
| 2014-04-01 | $0.0 | $0.2 | 44873% | 19 | -17 | -89% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-03/27/2023, CA-01/02/2014, CT-03/27/2023, FL-03/28/2022, GA-03/25/2024, IL-03/28/2022, LA-03/25/2021, MA-03/25/2021, MD-03/27/2023, NH-03/25/2024, NJ-03/25/2024, NV-03/25/2024, NY-03/29/2019, OH-03/25/2021, PA-03/29/2019, TX-03/29/2019, WA-03/27/2023, WY-03/27/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV