Aristotle Capital Management, LLC
Assets Under Management
$43.8B
Number of Clients
5,903
Number of Advisors
19
Average Client AUM
$7.4M
AUM per Advisor
$2.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aristotle Capital offers discretionary investment advisory and management services to institutional and retail clients, private funds, mutual funds, CITs, and model delivery programs. They tailor services to client needs, managing accounts according to investment objectives and restrictions. The firm employs a fundamental value-oriented approach.
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
Location
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449