{"url":"https://nivawealth.com/firms/aristotle-capital-management-109876","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109876","regulatoryAum":43543321650,"crd":"109876","secFileNumber":"801-60014","legalName":"Aristotle Capital Management, LLC","displayName":"Aristotle Capital Management","website":"https://www.aristotlecap.com/affiliates/aristotle-capital-management/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11100 Santa Monica BLVD, Suite 1700","city":"Los Angeles","state":"CA","stateName":"California","country":"United States","postalCode":"90025-0449"},"tradeNames":["Aristotle"],"registration":{"secApproved":"8 February 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aristotle Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Aristotle Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aristotle Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aristotle Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aristotle Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aristotle Capital Management get paid?","answer":"Aristotle Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. 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