ARISTOTLE PACIFIC CAPITAL, LLC
Latest filing: Mar 28, 2025 (88 days ago)
AUM
$26,689,655,040
22% change vs. 1 year ago
46% change vs. 3 years ago
105% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
42
11% change vs. 1 year ago
14% change vs. 3 years ago
17% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEWPORT BEACH, CA
840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, UNITED STATES, 92660
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $26.7 |
| Non-Discretionary | $0.0 |
| Total | $26.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $17.3 |
| Institutional | $9.4 |
| Total | $26.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $6.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $9.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $9.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.4 |
| HY Credit | 1% | $0.1 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 82% | $7.7 |
| Cash | 2% | $0.2 |
| Other | 10% | $0.9 |
| Total | 100% | $9.4 |
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 ATLANTIC PARTNERS, LLC | $3.2 | 285721 | |
| ARISTOTLE CAPITAL BOSTON, LLC | $2.7 | 173198 | |
| APC ASSET DEVELOPMENT I, LP | $2.2 | 328513 | |
| APC ASSET DEVELOPMENT II, LP | $1.4 | 328587 | |
| ARISTOTLE CREDIT PARTNERS, LLC | $0.2 | 169959 | |
| APC HY BOND GP, LLC | $0.0 | - | |
| APC SHORT DURATION HY GP, LLC | $0.0 | - | |
| APC ASSET GP I, LLC | $0.0 | - | |
| APC ASSET GP II, LLC | $0.0 | - | |
| METWEST REALTY ADVISORS, LLC | $0.0 | 161739 | |
| PAM CLO OPPORTUNITIES FUND GP LLC | $0.0 | - | |
| PAM BANK LOAN FUND GP LLC | $0.0 | - | |
| METWEST FUND MANAGER, LLC | $0.0 | - | |
| SAUL FUND GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| RUMSEY, CAROL, ELAINE | OWNER, CHIEF COMPLIANCE OFFICER |
| LALLANDE, JOSEPH, GUSTAVE | OWNER, GENERAL COUNSEL |
| NOLAN, DOMINIC, DAO | OWNER, CHIEF EXECUTIVE OFFICER |
| SCHWAB, JOSHUA, BRIAN | OWNER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER |
| LEASURE, JAMES, PATRICK | OWNER, SENIOR MANAGING DIRECTOR/PORTFOLIO MANAGER |
| MARZOUK, MICHAEL, ISAAC | OWNER, SENIOR MANAGING DIRECTOR/PORTFOLIO MANAGER |
| BOYD, CHARLES, ROBERT | OWNER, SENIOR MANAGING DIRECTOR/PORTFOLIO MANAGER |
| ROBERTSON, BRIAN, MICHAEL | OWNER, SENIOR MANAGING DIRECTOR/PORTFOLIO MANAGER |
| WEISMILLER, DAVID, C | OWNER, SENIOR MANAGING DIRECTOR/PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $26.7 | $0.0 | 0% | 42 | 0 | 0% |
| 2025-04-21 | $26.7 | $0.0 | 0% | 42 | 0 | 0% |
| 2024-04-02 | $21.9 | $4.8 | 22% | 38 | 4 | 11% |
| 2023-04-04 | $20.2 | $6.5 | 32% | 40 | 2 | 5% |
| 2022-04-01 | $18.3 | $8.4 | 46% | 37 | 5 | 14% |
| 2021-04-05 | $14.5 | $12.2 | 84% | 36 | 6 | 17% |
| 2020-04-01 | $13.0 | $13.7 | 105% | 36 | 6 | 17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/26/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV