TS

Tejas Shrinivas Shirguppi

8 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

11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449

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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

Tejas works as a Regional Associate for Aristotle Capital Management, LLC, supporting Regional Directors. This activity takes nearly full-time, but does not occur during securities trading hours.

Employment History
Current Registrations
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 3 mos
Aristotle Capital Management, LLC
December 2020 - Present · 5 yrs 1 mo
Previous Registrations
Imst Distributors, LLCBroker
August 2020 - October 2023 · 3 yrs 2 mos
Raymond James & Associates, INC.
February 2018 - June 2020 · 2 yrs 4 mos
Raymond James & Associates, INC. Broker
June 2017 - June 2020 · 3 yrs
Summit Equities, INC.Broker
November 2016 - April 2017 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.