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Aristotle Capital Management

SEC-registered adviser since 2001Los Angeles, CACRD 109876

$43.5B
AUM
5,167
Clients
See fees
Fee
18
Advisory staff

From Form ADV filed 30 April 2026 · data retrieved 15 October 2026SEC record

Aristotle Capital Management is an investment adviser headquartered in Los Angeles, California, and registered with the SEC since 2001. Its clients include investment companies, pooled investment vehicles and individuals.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Aristotle Capital Management is owned through trusts and holding companies by Howard Gleicher. Howard Gleicher is its CEO.

Clients

Aristotle Capital Management serves 5,167 clients, 4,452 of them individuals. The average client has about $8.4 million with the firm.

Regulatory assets by client type
  • Individuals4,452 clients14%
  • Investment companies11 clients43%
  • Pooled investment vehicles17 clients20%
  • Pension and profit-sharing plans59 clients8%
  • Charitable organizations158 clients3%
  • OtherState or municipal government entities, Corporations and other businesses, Insurance companies, Sovereign wealth funds and foreign official institutions12%
Show client breakdown
Individuals (other than HNW)
Clients
4,452
Regulatory AUM
$6,303,961,614
Share
14.5%
Avg. per client
$1.42M
Investment companies
Clients
11
Regulatory AUM
$18,557,774,500
Share
42.6%
Avg. per client
$1.69B
Pooled investment vehicles
Clients
17
Regulatory AUM
$8,871,886,274
Share
20.4%
Avg. per client
$521.9M
Pension and profit-sharing plans
Clients
59
Regulatory AUM
$3,455,266,919
Share
7.9%
Avg. per client
$58.6M
Charitable organizations
Clients
158
Regulatory AUM
$1,172,621,601
Share
2.7%
Avg. per client
$7.42M
State or municipal government entities
Clients
38
Regulatory AUM
$2,821,505,905
Share
6.5%
Avg. per client
$74.3M
Insurance companies
Clients
Not reported
Regulatory AUM
$3,761,892
Share
0.0%
Avg. per client
—
Sovereign wealth funds and foreign official institutions
Clients
12
Regulatory AUM
$102,102,898
Share
0.2%
Avg. per client
$8.51M
Corporations and other businesses
Clients
420
Regulatory AUM
$2,254,440,047
Share
5.2%
Avg. per client
$5.37M

Total

Clients
5,167
Regulatory AUM
$43,543,321,650
Share
100%
Avg. per client
$8.43M

What it does

Aristotle Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.

Aristotle Capital Management advises 1 private funds.

100.0% of assets ($43.54B across 5,169 accounts) are managed with discretion. $2.88B sits in a wrap fee program the firm both sponsors and manages. 5% of clients are outside the U.S., and 48 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks98%
  • Cash2%

Custodians

Aristotle Capital Management’s client accounts are held mainly at Charles Schwab, with 8% of managed assets, and BNY Mellon Securities, with 4%. Aristotle Capital Management has custody of client assets.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.68B8%
  • BNY Mellon SecuritiesBNY Mellon Securities Corporation · New York, NY · $1.69B4%
  • All other custodians$38.17B88%

Ownership and leadership

Aristotle Capital Management is owned through trusts and holding companies by Howard Gleicher. Howard Gleicher is its CEO.

Who owns the firm
Aristotle Capital Management, LLC· the adviser

  • RCB Acquisition Company, LLC

    Control person · since July 2011

    Owns 10% to 25% of Aristotle Capital Management, LLC

  • Gleicher Holdings, LLC

    since December 2012

    Owns 10% to 25% of Aristotle Capital Management, LLC

  • Pacific Life Insurance Company

    since April 2023

    Owns 10% to 25% of Aristotle Capital Management, LLC

  • Schweitzer 2005 Trust

    since July 2011

    Owns 5% to 10% of Aristotle Capital Management, LLC

  • Borowski Family Trust

    since June 2024

    Owns 5% to 10% of Aristotle Capital Management, LLC

Leadership

  • Howard Gleicher
    Owner/Chief Executive Officer/Chief Investment Officer
  • Richard Schweitzer
    Owner, Chief Financial Officer, Chief Operating Officer
  • Michelle Gosom
    Owner, Chief Compliance Officer
  • William Averill
    Owner, Head of Distribution, Managing Partner
  • Aylon Ben-Shlomo
    Managing Director, Client Portfolio Manager
  • Sona Chandwani
    Owner, Chief Administrative Officer
  • Victor Hawley
    Owner, Director of Research
  • Richard Hollander
    Owner, Chairman of the Board
  • Kathryn Kuhl
    Director, Human Resources
  • Maria Llinas Negret
    Owner, Co-Chief Investment Officer
  • Gregory Padilla
    Owner, Portfolio Manager, Managing Partner
  • John Quan
    Owner, Managing Director, Chief Technology Officer
  • Nancy Scarlett
    Owner, Managing Director, Chief of Staff
  • Kim ST Hilaire
    Owner, Managing Director, Operations & Trading

Staff

  • 170 employees
  • 18 in advisory functions
  • 13 state-registered reps
  • 34 broker-dealer reps
  • 5 soliciting firms

Reported holdings

Aristotle Capital Management’s reported 13F holdings total $47.68B across 212 positions, and the ten largest make up 30.2% of it.

$47.68B
Reported 13F value
212
Positions
30.2%
In the 10 largest
−0.2%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Williams Sonoma Inc.5.4%
  2. Parker-hannifin Corp.4.1%
  3. Alphabet Inc. · Cap Stk CL C3.6%
  4. Corteva Inc.3.2%
  5. Capital One Finl Corp.2.7%
  6. Microsoft Corp.2.5%
  7. US Bancorp2.2%
  8. Martin Marietta Matls Inc.2.2%
  9. Amgen Inc.2.2%
  10. Qualcomm Inc.2.2%

Together, the ten largest are 30.2% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $47.68B is not its $43.54B in regulatory assets and does not represent any individual client's portfolio.

Fees

Aristotle Capital Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Aristotle Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Aristotle Capital Management has 2 offices, with 3 listed addresses across 2 states.

Listed office addresses by state

California · 2 listed addresses

  • 11100 Santa Monica BLVD, Suite 1700, Los AngelesHQ
  • 840 Newport Center Drive, Newport Beach

Other business names

Aristotle Capital Management has reported 1 other business name to the SEC.

  • Aristotle

Registration details

Legal name
Aristotle Capital Management, LLC
Headquarters
11100 Santa Monica BLVD, Suite 1700, Los Angeles, CA 90025-0449
Phone
310-478-4005
Website
www.aristotlecap.com/affiliates/aristotle-capital-management
SEC file
801-60014
Structure
Delaware LLC
Fiscal year end
December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Aristotle Capital Management have?

Aristotle Capital Management has 5,167 clients and manages $43.5 billion for them, as of April 2026. They include 4,452 individuals, 420 corporations and other businesses and 158 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026

What services does Aristotle Capital Management offer?

Aristotle Capital Management 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 Capital Management use?

Aristotle Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3,684,445,283 and BNY Mellon Securities Corporation (New York, NY), with $1,692,030,947. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026

How many financial advisors does Aristotle Capital Management have?

Aristotle Capital Management has 13 investment adviser representatives registered with state securities authorities, out of 170 employees, and 18 perform investment advisory functions. 34 are registered representatives of a broker-dealer and 0 are 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 Capital Management invest in?

At the end of its last fiscal year, Aristotle Capital Management’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 1 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Aristotle Capital Management?

Aristotle Capital Management is owned through trusts and holding companies by Howard Gleicher. Its direct owners are RCB Acquisition Company, LLC, Gleicher Holdings, LLC, Schweitzer 2005 Trust, Pacific Life Insurance Company and Borowski Family Trust, each holding 25% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026

How does Aristotle Capital Management get paid?

Aristotle Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 109876.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Aristotle Capital Management, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.