{
  "crd_number": 285721,
  "slug": "aristotle-atlantic-partners-llc-sarasota-fl-285721",
  "primary_business_name": "ARISTOTLE ATLANTIC PARTNERS, LLC",
  "legal_name": "ARISTOTLE ATLANTIC PARTNERS, LLC",
  "dbas": [
    "ARISTOTLE"
  ],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-10-26",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 2222137002.0,
  "raum_discretionary": 1784469647.0,
  "raum_non_discretionary": 437667355.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 0,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 284122868.0,
      "count": 5
    },
    "individuals": {
      "raum": 418802605.0,
      "count": 335
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 881206461.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 1648767.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 606650896.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 29705405.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "WY"
  ],
  "websites": [
    "https://aristotlecap.com/AFFILIATES/ARISTOTLE-ATLANTIC-PARTNERS",
    "https://instagram.com/ARISTOTLECAPITAL",
    "https://linkedin.com/COMPANY/ARISTOTLECAP",
    "https://x.com/ARISTOTLECAP",
    "https://youtube.com/user/aristotlecap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285721",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721",
  "display_name": "Aristotle Atlantic Partners, LLC",
  "summary": "Aristotle Atlantic Partners, LLC is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Aristotle Atlantic Partners, LLC (CRD 285721): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Aristotle Atlantic Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aristotle Atlantic Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Aristotle Atlantic Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.4% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Aristotle Atlantic Partners, LLC located?",
      "a": "Aristotle Atlantic Partners, LLC's principal office is in Sarasota, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aristotle Atlantic Partners, LLC registered with the SEC or a state?",
      "a": "Aristotle Atlantic Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285721."
    },
    {
      "q": "How much does Aristotle Atlantic Partners, LLC manage?",
      "a": "Aristotle Atlantic Partners, LLC reports $2,222,137,002 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (80% discretionary)."
    },
    {
      "q": "How have Aristotle Atlantic Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aristotle Atlantic Partners, LLC: Regulatory assets under management: $1,535,677,235 in the October 2021 data and $2,222,137,002 in the October 2026 data, up 45%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aristotle Atlantic Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (335); corporations or other businesses not listed above (14); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Aristotle Atlantic Partners, LLC use?",
      "a": "Aristotle Atlantic Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aristotle Atlantic Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285721"
    },
    {
      "q": "What changed in Aristotle Atlantic Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 0. Regulatory assets under management went from $3,224,096,478 to $2,222,137,002 (-31%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1535677235.0,
      "total_employees": 8,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1784043626.0,
      "total_employees": 9,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1845916247.0,
      "total_employees": 10,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2883460088.0,
      "total_employees": 10,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3224096478.0,
      "total_employees": 7,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2222137002.0,
      "total_employees": 7,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 0.",
        "Regulatory assets under management went from $3,224,096,478 to $2,222,137,002 (-31%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DE, MD, NC, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.4% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Aristotle Atlantic’s annual management fees for separately managed accounts range from 0.40% - 0.50% on assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.4,
        0.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Aristotle Atlantic’s annual management fees for separately managed accounts range from 0.40% - 0.50% on assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "U.S. Bancorp Investments, Inc.",
      "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 335,
      "fewer_than_5": false,
      "raum": 418802605.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 881206461.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 606650896.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1648767.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 284122868.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 29705405.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285721",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}