{
  "crd_number": 109876,
  "slug": "aristotle-capital-management-llc-los-angeles-ca-109876",
  "primary_business_name": "ARISTOTLE CAPITAL MANAGEMENT, LLC",
  "legal_name": "ARISTOTLE CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "ARISTOTLE"
  ],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-02-08",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 43543321650.0,
  "raum_discretionary": 43543321650.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 170,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1172621601.0,
      "count": 158
    },
    "individuals": {
      "raum": 6303961614.0,
      "count": 4452
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 2821505905.0,
      "count": 38
    },
    "insurance_companies": {
      "raum": 3761892.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 18557774500.0,
      "count": 11
    },
    "pension_profit_sharing": {
      "raum": 3455266919.0,
      "count": 59
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 8871886274.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 2254440047.0,
      "count": 420
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 102102898.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "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": [
    "AK",
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://aristotlecap.com/AFFILIATES/ARISTOTLE-CAPITAL-MANAGEMENT",
    "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/109876",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/aristotle-capital-management-llc-los-angeles-ca-109876",
  "display_name": "Aristotle Capital Management, LLC",
  "summary": "Aristotle Capital Management, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Aristotle Capital Management, LLC (CRD 109876): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "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 Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aristotle Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Aristotle Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.3% to 1% 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 Capital Management, LLC located?",
      "a": "Aristotle Capital Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aristotle Capital Management, LLC registered with the SEC or a state?",
      "a": "Aristotle Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 109876."
    },
    {
      "q": "How much does Aristotle Capital Management, LLC manage?",
      "a": "Aristotle Capital Management, LLC reports $43,543,321,650 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Aristotle Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aristotle Capital Management, LLC: Regulatory assets under management: $35,623,141,405 in the October 2021 data and $43,543,321,650 in the October 2026 data, up 22%. Total employees: 120 in October 2021 and 170 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 Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,452); corporations or other businesses not listed above (420); charitable organizations (158)."
    },
    {
      "q": "Which custodians does Aristotle Capital Management, LLC use?",
      "a": "Aristotle Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aristotle Capital Management, 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/109876"
    },
    {
      "q": "What changed in Aristotle Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Sarasota, FL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 35623141405.0,
      "total_employees": 120,
      "filing_date": "2021-04-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 49666660464.0,
      "total_employees": 152,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 40491721648.0,
      "total_employees": 154,
      "filing_date": "2023-05-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 43668924063.0,
      "total_employees": 164,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 43833669241.0,
      "total_employees": 156,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 43543321650.0,
      "total_employees": 170,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Sarasota, FL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1% 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: 0.3% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Aristotle Capital's annual management fee for separately managed accounts and the private fund range from 0.30% – 1.00% on assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Aristotle Capital's annual management fee for separately managed accounts and the private fund range from 0.30% – 1.00% on assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., 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-capital-management-llc-los-angeles-ca-109876.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4452,
      "fewer_than_5": false,
      "raum": 6303961614.0
    },
    {
      "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": 11,
      "fewer_than_5": false,
      "raum": 18557774500.0
    },
    {
      "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": 17,
      "fewer_than_5": false,
      "raum": 8871886274.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 3455266919.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 158,
      "fewer_than_5": false,
      "raum": 1172621601.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 2821505905.0
    },
    {
      "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": 3761892.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 12,
      "fewer_than_5": false,
      "raum": 102102898.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 420,
      "fewer_than_5": false,
      "raum": 2254440047.0
    }
  ],
  "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/109876",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}