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Aristotle Investment Services
ARISTOTLE INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2023.
Aristotle Investment Services
ARISTOTLE INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2023. The firm manages approximately $16.5 billion in assets. It has 27 employees and 7 investment advisers.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Aristotle Investment Services affiliated with the large institutional manager Aristotle Capital Management?
No. The equally named but unrelated Aristotle Capital Management is a publicly traded asset manager headquartered in Newport Beach, California, with over $50 billion in assets under management. Aristotle Investment Services, LLC is a separate, state-registered investment adviser with no disclosed affiliation between the two entities.
Who runs investment decisions at Aristotle Investment Services?
No principals are identified in public regulatory filings, and the firm maintains no website or LinkedIn presence that would disclose its leadership structure. Allocators seeking this information would need to obtain it directly through a due-diligence request to the firm.
Does the firm manage commingled funds or only separate accounts?
Based on its regulatory profile as a small advisory firm with a limited number of accounts, it is likely structured around separately managed accounts for private clients. There is no public evidence of commingled fund vehicles, private fund offerings, or pooled investment structures.
What is Aristotle Investment Services' known posture on co-investments alongside external GPs?
There is no record of co-investment activity, direct private placements, or partnerships with general partners in any public filing or media report. The firm's investment posture, if any extends beyond traditional portfolio management, is undocumented.
Where does the firm's underlying capital come from?
The client base is not publicly described, but the advisory registration pattern suggests high-net-worth individuals and possibly small institutions, consistent with a referral-driven practice rather than a multi-family-office or institutional aggregator model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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