|
⚲
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| Aristotle Capital Boston LLC
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|
|
|---|---|
| CRD # | 173198 |
| SEC # | 801-80368 |
| CIK # | 0001633911 |
| AUM | $3.3 BB (2024-03-15) |
| Employees | 11 (55% Investors, 27% Brokers) |
| Phone | 617-274-3700 |
| Address | One Federal Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AER | 9.9 | 0.1 | |
| MMSI | 3.0 | 0.1 | |
| HURN | 1.3 | 0.1 | |
| ITRI | 2.3 | 0.1 | |
| MTSI | 3.3 | 0.1 | |
| DY | 2.8 | 0.1 | |
| ACHC | 6.3 | 0.1 | |
| AEIS | 2.8 | 0.1 | |
| ACIW | 3.0 | 0.1 | |
| WAB | 15.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1.2 |
| (g) Pension and profit sharing plans | 17 | 1.2 |
| (h) Charitable organizations | 13 | 0.1 |
| (i) State or municipal government entities | 0 | 0.3 |
| (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 | 19 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 3.3 |
| By Discretionary | ||
| Discretionary | 152 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 2.5 | |
| Total | 152 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633911] | |
| SC 13G | [0001633911] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cambiar Investors LLC
✚
|
CO | 3.4 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.4 |
|
Systematic Financial Management LP
✚
|
NJ | 3.4 |
|
Accredited Investors Inc
✚
|
MN | 3.4 |
|
Botty Investors LLC
✚
|
FL | 3.3 |
|
Schechter Investment Advisors LLC
✚
|
MI | 3.3 |
|
Calamos Wealth Management LLC
✚
|
IL | 3.3 |
|
Sowell Financial Services LLC
✚
|
AR | 3.3 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.3 |
|
American Capital Management Inc
✚
|
NY | 3.3 |