Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aristotle Capital's annual management fee for separately managed accounts and private funds ranges from 0.30% to 1.00% of assets under management, subject to negotiation based on factors like account size and investment strategy. Wrap and model delivery program fees range from 1% to 3% per annum, with Aristotle Capital receiving a portion. Fees may be negotiable. The minimum account size for an institutional separately managed account is generally $10,000,000.
Areas of Practice
Advisor Information
Office location
125 Summer Street, Suite 1220, Boston, MA, 02110
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Keri is a Senior Vice President at Aristotle Capital Management LLC, dedicating full-time hours to business development. She also holds director and partner positions in several other companies, including KPS, Inc., Hampton House Hotel, Inc., Glen Hill Inc., and 2C&D, LLC, but spends minimal time on these activities.