{
  "crd_number": 173198,
  "slug": "aristotle-capital-boston-llc-boston-ma-173198",
  "primary_business_name": "ARISTOTLE CAPITAL BOSTON, LLC",
  "legal_name": "ARISTOTLE CAPITAL BOSTON, LLC",
  "dbas": [
    "ARISTOTLE"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-10-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 1831250587.0,
  "raum_discretionary": 1831250587.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 38820393.0,
      "count": 6
    },
    "individuals": {
      "raum": 27562914.0,
      "count": 63
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 217607531.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 157524343.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 614449481.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 760603335.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 14682590.0,
      "count": 8
    },
    "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": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "MA",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://aristotlecap.com/AFFILIATES/ARISTOTLE-CAPITAL-BOSTON",
    "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/173198",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/aristotle-capital-boston-llc-boston-ma-173198",
  "display_name": "Aristotle Capital Boston, LLC",
  "summary": "Aristotle Capital Boston, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Aristotle Capital Boston, LLC (CRD 173198): 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 Capital Boston, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aristotle Capital Boston, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Aristotle Capital Boston, LLC located?",
      "a": "Aristotle Capital Boston, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aristotle Capital Boston, LLC registered with the SEC or a state?",
      "a": "Aristotle Capital Boston, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173198."
    },
    {
      "q": "How much does Aristotle Capital Boston, LLC manage?",
      "a": "Aristotle Capital Boston, LLC reports $1,831,250,587 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Aristotle Capital Boston, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aristotle Capital Boston, LLC: Regulatory assets under management: $4,320,810,169 in the October 2021 data and $1,831,250,587 in the October 2026 data, down 58%. Total employees: 11 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aristotle Capital Boston, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); pension and profit sharing plans (but not the plan participants or government pension plans) (11); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Aristotle Capital Boston, LLC use?",
      "a": "Aristotle Capital Boston, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Securities, Inc. and State Street Bank & Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aristotle Capital Boston, 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/173198"
    },
    {
      "q": "What changed in Aristotle Capital Boston, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,717,645,378 to $1,831,250,587 (-33%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4320810169.0,
      "total_employees": 11,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4384203341.0,
      "total_employees": 12,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3252014147.0,
      "total_employees": 12,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3334302462.0,
      "total_employees": 11,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2717645378.0,
      "total_employees": 9,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1831250587.0,
      "total_employees": 9,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,717,645,378 to $1,831,250,587 (-33%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust",
      "name_as_filed": "STATE STREET BANK & TRUST",
      "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-capital-boston-llc-boston-ma-173198.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 63,
      "fewer_than_5": false,
      "raum": 27562914.0
    },
    {
      "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": 2,
      "fewer_than_5": false,
      "raum": 157524343.0
    },
    {
      "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": 4,
      "fewer_than_5": false,
      "raum": 760603335.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 614449481.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 38820393.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 217607531.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 8,
      "fewer_than_5": false,
      "raum": 14682590.0
    }
  ],
  "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/173198",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}