MS
CFA

Michael Gregg Sindici

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
5,903 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$43.8B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

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
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

San Diego, CA

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Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is a Managing Director at Aristotle Capital Management, LLC, dedicating full-time hours to client services. He also owns and manages two rental properties, spending minimal time on each per month.

Employment History
Current Registrations
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Aristotle Capital Management, LLC
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Imst Distributors, LLCBroker
June 2014 - October 2023 · 9 yrs 4 mos
Nuveen Asset Management, LLC
September 2011 - April 2014 · 2 yrs 7 mos
Nuveen Securities, LLCBroker
November 2010 - April 2014 · 3 yrs 5 mos
Nuveen Fund Advisors, INC.
November 2010 - September 2011 · 10 mos
Lazard Asset Management Securities LLCBroker
February 2010 - November 2010 · 9 mos
Nuveen Asset Management
August 2005 - January 2010 · 4 yrs 5 mos
Nuveen Investments, LLCBroker
August 2005 - January 2010 · 4 yrs 5 mos
Tcw Brokerage ServicesBroker
February 2001 - August 2004 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.