Aristotle Capital Management, LLC is a large advisory firm based in Los Angeles. It manages $13.48 billion of regulatory assets for 2,069 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 35 other states.
Aristotle Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aristotle Capital Management, LLC is $13.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 174914% since the beginning of its operation, and $4.37 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aristotle Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Steven Mark Borowski is pooled investment vehicles with 10 clients and $3.97 billion of assets under management. Among the 10 most similar advisory firms, Aristotle Capital Management has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $13.48 billion for 2,068 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Aristotle Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 100 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Mark Borowski has been acting as President since 1 Jun 2011. Howard Roy Gleicher has served as the Chief Investment Officer since 1 Jul 2011. Maria Catalina Llinas Negret joined the executive team most recently as the Owner, Co Chief Investment Officer.
The principal office where Aristotle Capital Management, LLC performs its advisory services is located at 11100 Santa Monica Blvd, Los Angeles, CA 90025 0449, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-478-4005 or by fax 310-478-8496. The normal business hours are 7:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at aristotlecap.com.