# Aristotle Pacific Capital, LLC

> Aristotle Pacific Capital, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298050
- Filed as: ARISTOTLE PACIFIC CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298050
- AdvisorCensus page: https://advisorcensus.com/firm/aristotle-pacific-capital-llc-newport-beach-ca-298050

## Quick answers

**How is Aristotle Pacific Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aristotle Pacific Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aristotle Pacific Capital, LLC located?**
Aristotle Pacific Capital, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Aristotle Pacific Capital, LLC registered with the SEC or a state?**
Aristotle Pacific Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 298050.

**How much does Aristotle Pacific Capital, LLC manage?**
Aristotle Pacific Capital, LLC reports $26,760,654,837 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Aristotle Pacific Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aristotle Pacific Capital, LLC: Regulatory assets under management: $14,480,176,690 in the October 2021 data and $26,760,654,837 in the October 2026 data, up 85%. Total employees: 36 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aristotle Pacific Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10); investment companies (5).

**Which custodians does Aristotle Pacific Capital, LLC use?**
Aristotle Pacific Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and U.S. Bank as custodians holding 10% or more of its separately managed account assets.

**Does Aristotle Pacific Capital, LLC report any disciplinary disclosures?**
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/298050

**What changed in Aristotle Pacific Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 21 to 22.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $26,760,654,837
- Discretionary: $26,760,654,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 5 | $14,870,542,501 |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $4,620,366,044 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $106,873,239 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $534,244,914 |
| Insurance companies | Fewer than 5 | $5,143,626,276 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,485,001,863 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 46 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aristotlecap.com/affiliates/aristotle-pacific-capital
- aristotlepacific.com
- LinkedIn @aristotlecap
- LinkedIn @pacificassetmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,480,176,690 | 36 | August 2, 2021 |
| October 2022 | $18,287,590,261 | 37 | March 29, 2022 |
| October 2023 | $20,214,023,055 | 39 | May 5, 2023 |
| October 2024 | $21,865,344,448 | 38 | May 8, 2024 |
| October 2025 | $26,689,655,040 | 42 | May 2, 2025 |
| October 2026 | $26,760,654,837 | 46 | March 31, 2026 |

Regulatory assets under management: $14,480,176,690 in the October 2021 data and $26,760,654,837 in the October 2026 data, up 85%.
Total employees: 36 in October 2021 and 46 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 21 to 22.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aristotle Pacific Capital, LLC (CRD 298050): Form ADV filing data as of October 2026.