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Aristotle Credit Partners LLC
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CRD # | 169959 |
SEC # | 801-78984 |
CIK # | |
AUM | $947.3 MM (2024-03-25) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 949-681-2100 |
Address | 840 Newport Center Drive Newport Beach, CA 92660 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 222 | 213.2 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 3.4 |
(g) Pension and profit sharing plans | 31 | 344.6 |
(h) Charitable organizations | 17 | 142.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 2 | 12.2 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 85 | 231.4 |
(n) Other | 0 | 0.0 |
Total | 358 | 947.3 |
By Discretionary | ||
Discretionary | 358 | 947.3 |
Non-Discretionary | 0 | 0.0 |
Total | 358 | 947.3 |
By Non-United States Persons | ||
Non-United States Persons | 85.8 | |
United States Persons | 861.5 | |
Total | 358 | 947.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Signet Financial Management LLC
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|
NJ | 0.9 |
Grace & White Inc
✚
|
NY | 0.9 |
AB2 Capital Partners LLC
✚
|
FL | 0.9 |
Argent Retirement Plan Advisors LLC
✚
|
LA | 0.9 |
Strategic Investment Advisors LLC
✚
|
MI | 0.9 |
Dinuzzo Private Wealth Inc
✚
|
PA | 0.9 |
MBL Wealth LLC
✚
|
NC | 0.9 |
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
Arlington Financial Advisors LLC
✚
|
CA | 0.9 |
Absher Wealth Management LLC
✚
|
NC | 0.9 |