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Brian Robertson

Owner, Senior Managing Director/Portfolio Manager at Aristotle Pacific Capital

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Brian Robertson is Owner, Senior Managing Director/Portfolio Manager of Aristotle Pacific Capital, LLC, a Newport Beach investment adviser.

Role at Aristotle Pacific Capital

Title on Schedule A
Owner, Senior Managing Director/Portfolio Manager
Control
Brian Robertson is not a control person of Aristotle Pacific Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brian Robertson has held the filed role since April 2023.

The firm

Aristotle Pacific Capital, LLC
Newport Beach, CA

Form ADV filed 31 March 2026

$26.8B AUM15 clients22 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Brian Robertson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Brian Robertson
CRD
4263090
Firm
Aristotle Pacific Capital, LLC
Record basis
Form ADV officer listing
Firm bio
aristotlecap.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Brian Robertson is a senior managing director at Aristotle Pacific Capital and a portfolio manager for its Strategic Credit, High Yield and Core Plus strategies. He previously worked in Pacific Life’s securities division. Official firm biography

Education

Common questions

Where does Brian Robertson work?

Brian Robertson has been Owner, Senior Managing Director/Portfolio Manager of Aristotle Pacific Capital, LLC since April 2023.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Aristotle Pacific Capital

Sources

  1. IAPD individual lookup, CRD 4263090. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Aristotle Pacific Capital, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Aristotle Pacific Capital team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brian Robertson or Aristotle Pacific Capital, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.