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Aristotle Capital Management Review


Aristotle Capital Management, founded in 2001, is a Registered Investment Advisor (RIA) in 40 state(s) with a licensed staff of 14 advisors. Aristotle Capital Management manages $13.73 billion and provides investment advisory services for 1,562 clients (1:112 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.30% to 1.00% of AUM.

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Firm services over 1,000 clients
  • Firm does not have an attorney conflict
  • Firm does not have an insurance agent conflict

Considerations


  • Been in business only 17 years
  • Custodian is unknown
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm has a low advisor to client ratio
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

Managed Investing

Trust Score
74
info_outline

Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Disciplinary History No
Total AUM $13.73 billion
Average Account AUM $8,791,977
Broker-Dealer Hybrid No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.30% to 1.00% of AUM.
Minimum Investment $10,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:112


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