Overview
Assets Under Management: $3.2 billion
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 6
Average Client Assets: $64 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.96
Average High-Net-Worth Client Assets: $64 million
Total Client Accounts: 348
Discretionary Accounts: 338
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 285721
Filing ID: 1997637
Last Filing Date: 2025-06-26 14:26:00
Website: https://aristotlecap.com