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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Employment History
Current Registrations
Aristotle Capital Management, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Regatta Capital Group, LLC
September 2020 - April 2023 · 2 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Kristin Demor Grant - Financial Advisor | AdvisorDiscover