Overview
Assets Under Management: $43.8 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 18
Average Client Assets: $346 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: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.22
Average High-Net-Worth Client Assets: $346 million
Total Client Accounts: 5,904
Discretionary Accounts: 5,904
Regulatory Filings
CRD Number: 109876
Filing ID: 1946755
Last Filing Date: 2025-03-12 20:44:00
Website: https://aristotlecap.com