Aristotle Atlantic Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Aristotle Atlantic Partners reports 359 clients. They include 335 individuals, 14 corporations and other businesses, and 5 charitable organizations. Of its assets, 80.3% ($1.78B across 352 accounts) are managed with discretion; $438M across 10 accounts are not. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 19% |
| Investment companies | <1% | 40% |
| Pooled investment vehicles | <1% | 27% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 1% | 13% |
| Other client typesInsurance companies; Corporations and other businesses | 4% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 335 | $419M | 18.8% | $1.25M |
| Investment companies | 3 | $881M | 39.7% | $294M |
| Pooled investment vehicles | 2 | $607M | 27.3% | $303M |
| Pension and profit-sharing plans | Fewer than 5 | $1.65M | 0.1% | — |
| Charitable organizations | 5 | $284M | 12.8% | $56.8M |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 14 | $29.7M | 1.3% | $2.12M |
| Total | 359 | $2.22B | 100% | — |
- Clients
- 335
- Regulatory AUM
- $419M
- AUM share
- 18.8%
- Avg. per client
- $1.25M
- Clients
- 3
- Regulatory AUM
- $881M
- AUM share
- 39.7%
- Avg. per client
- $294M
- Clients
- 2
- Regulatory AUM
- $607M
- AUM share
- 27.3%
- Avg. per client
- $303M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.65M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $284M
- AUM share
- 12.8%
- Avg. per client
- $56.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $29.7M
- AUM share
- 1.3%
- Avg. per client
- $2.12M
Total
- Clients
- 359
- Regulatory AUM
- $2.22B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
Aristotle Atlantic Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Aristotle Capital Management, LLC owns 50% to 75% of Aristotle Atlantic Partners and is in turn owned by Metwest Ventures, LLC (25–50%) and Gleicher Trust (25–50%). The leadership team of Aristotle Atlantic Partners includes Chief Compliance Officer Michelle Gosom. It has 7 employees.
Staff
- 7 employees
- 5 state-registered reps
- Owns 50% to 75% of Aristotle Atlantic Partners, LLC
Aristotle Capital Management, LLC
Control person · since October 2016
- Owns 25% to 50% of Aristotle Capital Management, LLC
Metwest Ventures, LLC
Control person · since July 2011
- Owns 75% or more of Metwest Ventures, LLC
Richard Hollander and Jacqueline Hollander Ttee of the Hollander Family Trust Dated 12/28/88, As Amended and Restated on 5/7/21
Control person · since October 2009
Jacqueline Hollander
Co-trustee · Control person · since October 2009
Richard Hollander
Co-trustee · Control person · since October 2009
- Owns 25% to 50% of Aristotle Capital Management, LLC
Gleicher Trust
Control person · since July 2007
Howard Gleicher
Trustee · Control person · since July 2011
- Owns 10% to 25% of Aristotle Atlantic Partners, LLC
Owen Fitzpatrick
Control person · since December 2016
- Owns 5% to 10% of Aristotle Atlantic Partners, LLC
Walter Holman
Control person · since November 2016
- Owns 5% to 10% of Aristotle Atlantic Partners, LLC
Thomas Hynes
Control person · since December 2016
- Owns 5% to 10% of Aristotle Atlantic Partners, LLC
Brendan Oneill
Control person · since December 2016
Aristotle Atlantic Partners’ regulatory assets grew from $1.54B (July 2021) to $2.22B (March 2026); clients rose from 197 to 359 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $2.22B | 359 | 7 | 3 |
| Jun 2025June 2025 | $3.22B | 345 | 7 | 3 |
| Mar 2024March 2024 | $2.88B | 308 | 10 | 3 |
| Mar 2023March 2023 | $1.85B | 279 | 10 | 2 |
| Jun 2022June 2022 | $1.78B | 230 | 9 | 2 |
| Jul 2021July 2021 | $1.54B | 197 | 8 | 2 |
Besides its headquarters, Aristotle Atlantic Partners has 2 offices, with 3 listed addresses across 2 states.
California · 2 listed addresses
- 11100 Santa Monica BLVD, Los Angeles
- 840 Newport Center Drive, Newport Beach
Florida · 1 listed address
- 50 Central Avenue, Suite 750, SarasotaHQ
Other business names
Aristotle Atlantic Partners has reported 1 other business name to the SEC.
- Aristotle
Contact and registration details
- Legal name
- Aristotle Atlantic Partners, LLC
- Headquarters
- 50 Central Avenue, Suite 750, Sarasota, FL 34236
- Website
- aristotlecap.com
- Phone
- 212-652-4150
- SEC file
- 801-108579
- Structure
- Delaware LLC
- Fiscal year end
- December
Aristotle Atlantic Partners’ named custodians for separately managed accounts are Charles Schwab ($638M, 84%) and U.S. Bancorp Investments ($124M, 16%). Aristotle Atlantic Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $638M84%
- U.S. Bancorp InvestmentsU.S. Bancorp Investments, Inc. · Minneapolis, MN · $124M16%
At year end, Aristotle Atlantic Partners’ separately managed accounts were mostly in stocks (99%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.41B across 117 positions; the largest are Nvidia Corporation (9.4%), Alphabet Inc. (5.7%) and Microsoft Corp. (4.7%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Aristotle Atlantic Partners have?
Aristotle Atlantic Partners has 359 clients and manages $2.22 billion for them, as of March 2026. They include 335 individuals, 14 corporations and other businesses, and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Aristotle Atlantic Partners offer?
Aristotle Atlantic Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aristotle Atlantic Partners use?
Aristotle Atlantic Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $638M and U.S. Bancorp Investments, Inc. (Minneapolis, MN), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Aristotle Atlantic Partners have?
Aristotle Atlantic Partners has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 0 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aristotle Atlantic Partners invest in?
At the end of its last fiscal year, Aristotle Atlantic Partners’ separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aristotle Atlantic Partners?
Aristotle Atlantic Partners’ direct owners are Aristotle Capital Management, LLC (50% to 75%), Walter Holman (5% to 10%), Owen Fitzpatrick (10% to 25%), Thomas Hynes (5% to 10%) and Brendan Oneill (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Aristotle Atlantic Partners get paid?
Aristotle Atlantic Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aristotle Atlantic Partners?
Aristotle Atlantic Partners’ main office is at 50 Central Avenue, Suite 750, Sarasota, FL 34236. Its phone number is 212-652-4150. Its website is aristotlecap.com.
