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| Aristotle Investment Services LLC
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| CRD # | 324207 |
| SEC # | 801-127110 |
| CIK # | 0001986209 |
| AUM | 16.5 B (2026-03-30) |
| Employees | 27 (26% Investors, 37% Brokers) |
| Phone | 949-681-2100 |
| Address | 840 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001986209 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Williams Sonoma Inc | 2.0 | |
| Parker Hannifin Corp | 1.9 | |
| Corteva Inc | 1.6 | |
| Alphabet Inc | 1.5 | |
| Microsoft Corp | 1.4 | |
| Capital One Financial Corp | 1.2 | |
| Martin Marietta Materials Inc | 1.2 | |
| Amgen Inc | 1.1 | |
| Total Sa | 1.0 | |
| Ameriprise Financial Inc | 1.0 | |
| Ecolab Inc | 1.0 | |
| Motorola Inc | 1.0 | |
| US Bancorp de | 1.0 | |
| Teledyne Technologies Inc | 1.0 | |
| Verizon Communications Inc | 1.0 | |
| Chevron Corp | 0.9 | |
| Coca Cola Co | 0.9 | |
| Sony Corp | 0.9 | |
| Atmos Energy Corp | 0.9 | |
| Merck & Co Inc | 0.9 | |
| XCEL Energy Inc | 0.9 | |
| Mitsubishi UFJ Financial Group Inc | 0.9 | |
| PNC Financial Services Group Inc | 0.9 | |
| General Dynamics Corp | 0.8 | |
| Wells Fargo & Co/MN | 0.8 | |
| American Water Works Company Inc | 0.8 | |
| American International Group Inc | 0.8 | |
| Air Products & Chemicals Inc /DE/ | 0.8 | |
| Qualcomm Inc/DE | 0.8 | |
| Lowes Companies Inc | 0.8 | Prev | Page 1 | Next |
| 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 | 16.5 |
| (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 | 21 | 16.5 |
| By Discretionary | ||
| Discretionary | 21 | 16.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 16.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.5 | |
| Total | 21 | 16.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001986209] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 254900MKPKLUDYTDD535 |
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