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Aristotle Investment Services, LLC

● SEC registered since 2023CRD 324207SEC# 801-127110Newport Beach, CA
Export (members)
Reg. AUM
$16.16B
Employees
26
Accounts
19
Location
Newport Beach, CA

Aristotle Investment Services, LLC assets under management

Aristotle Investment Services, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2023. It reports $16.2 billion in regulatory assets under management and employs 26 people.

Aristotle Investment Services, LLC owners & executives

16 reported
NameTitleOwnershipSince
Aristotle Capital Management, LLC ControlOwner/MemberOver 75%2022
Carol Elaine Rumsey ControlChief Compliance OfficerUnder 5%2023
Dominic Dao Nolan ControlChief Executive OfficerUnder 5%2023
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Frequently asked questions

How much does Aristotle Investment Services, LLC manage?

Aristotle Investment Services, LLC reports $16.2 billion in regulatory assets under management on its Form ADV.

How many employees does Aristotle Investment Services, LLC have?

Aristotle Investment Services, LLC reports 26 employees.

Where is Aristotle Investment Services, LLC located?

Aristotle Investment Services, LLC is based in Newport Beach, CA and has been SEC-registered since 2023.

Does Aristotle Investment Services, LLC disclose fund performance?

Aristotle Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address840 Newport Center Drive, Suite 700, Newport Beach, CA 92660
Phone(949) 681-2100
Fax(310) 478-8496
Office hours8:00 a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1986209
Discloses disciplinary historyNo

Assets under management

Discretionary$16.16B
Non-discretionary$0
Total (RAUM)$16.16B