|
⚲
|
| Keyboard |
| Aristotle Atlantic Partners LLC
✚
|
|
|---|---|
| CRD # | 285721 |
| SEC # | 801-108579 |
| CIK # | 0001697267 |
| AUM | 2,222.1 M (2026-03-27) |
| Employees | 7 (0% Investors, 0% Brokers) |
| Phone | 212-652-4150 |
| Address | 50 Central Avenue Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Ametek INC/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 0.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 2.2 |
| By Discretionary | ||
| Discretionary | 352 | 1.8 |
| Non-Discretionary | 10 | 0.4 |
| Total | 362 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1.7 | |
| Total | 362 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697267] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbion Limited
✚
|
2,231.1 M | |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2,228.9 M |
|
Heritage Investment Group Inc
✚
|
FL | 2,228.3 M |
|
Human Investing LLC
✚
|
OR | 2,224.2 M |
|
Wealthquest Corporation
✚
|
OH | 2,223.2 M |
|
Riverfront Investment Group LLC
✚
|
VA | 2,221.3 M |
|
Detalus Advisors LLC
✚
|
MO | 2,220.4 M |
|
Golden State Wealth Management LLC
✚
|
WY | 2,215.9 M |
|
Smith Group Asset Management LLC
✚
|
TX | 2,213.8 M |
|
Grandfield & Dodd LLC
✚
|
NY | 2,213.3 M |