ARISTOTLE INVESTMENT SERVICES, LLC
  • ARISTOTLE INVESTMENT SERVICES, LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/27/2023
ADV Location NEWPORT BEACH, CA, United States
Contact Info (94 xxxxxxx
Websites
AUM* 16,503,921,924 23%
of that, discretionary 16,503,921,924 23%
Number of Employees 27 29%
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 785,901,044 12%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

17B 14B 12B 9B 7B 5B 2B
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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