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| Happy Holidays!! thanks for using AUM13F!! |
| Aristotle Investment Services LLC
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| CRD # | 324207 |
| SEC # | 801-127110 |
| CIK # | 0001986209 |
| AUM | $16.2 B (2025-03-28) |
| Employees | 26 (31% Investors, 42% Brokers) |
| Phone | 949-681-2100 |
| Address | 840 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.2 | ||
| Parker Hannifin Corp | 2.1 | ||
| Capital One Financial Corp | 1.7 | ||
| Corteva Inc | 1.6 | ||
| Williams Sonoma Inc | 1.5 | ||
| Ameriprise Financial Inc | 1.4 | ||
| Sony Corp | 1.3 | ||
| Martin Marietta Materials Inc | 1.2 | ||
| Atmos Energy Corp | 1.2 | ||
| Ecolab Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 16.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 16.2 |
| By Discretionary | ||
| Discretionary | 19 | 16.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 16.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.2 | |
| Total | 19 | 16.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001986209] |
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|---|---|---|
|
Trinitas Capital Management LLC
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TX | 16.5 |
|
Royalty Pharma Manager LLC
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NY | 16.4 |
|
First Sentier Investors UK Funds Limited
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16.4 | |
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CT | 16.3 |
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Longview Partners LLP
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16.2 | |
|
Longview Partners Guernsey Limited
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16.2 | |
|
Empowered Funds LLC
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PA | 16.0 |
|
Taylor Advisors Inc
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|
KY | 16.0 |
|
FS/KKR Advisor LLC
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|
PA | 15.8 |
|
Macquarie Investment Management Europe Limited
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|
15.7 |