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| Aristotle Pacific Capital LLC
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| CRD # | 298050 |
| SEC # | 801-117402 |
| CIK # | 0001844577 |
| AUM | $26.7 B (2025-05-02) |
| Employees | 42 (50% Investors, 17% Brokers) |
| Phone | 949-681-2100 |
| Address | 840 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chart Industries Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | APC High Yield Bond Fund LP | [2025-01-29] | 0.0 | 55.4 |
| Other | APC Short Duration High Yield Fund LP | [2024-10-30] | 9.0 | 35.9 |
| Other | Pacific Asset Management CLO Opportunities Fund LP | 2018-08-28 | 46.5 | |
| HF | Pacific Asset Management Senior Loan Fund | [2015-04-30] | 0.9 | 57.7 |
| Other | Pacific Asset Management Bank Loan LP | [2014-07-01] | 5,369.7 | 2,325.1 |
| 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 | 6 | 14.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 7.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 26.7 |
| By Discretionary | ||
| Discretionary | 38 | 26.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 26.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 26.6 | |
| Total | 38 | 26.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Bronwyn Wright | 24 | |||
| James Leasure | 5 | |||
| Aristotle Pacific Capital LLC | 5 | |||
| Dominic Nolan | 5 | |||
| Maire OConnor | 4 | |||
| Jason Rosiak | 3 | |||
| General Partner Pam Bank Loan Fund GP LLC | 3 | |||
| Managing Member of General Partner Pacific Life Fund Advisors LLC | 3 | |||
| Rex Olson | 3 | |||
| Managing Member of General Partner Pacific Asset Management LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844577] |
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|---|---|---|
|
Fulcrum Asset Management LLP
✚
|
29.0 | |
|
Graham Capital Management LP
✚
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CT | 28.5 |
|
HBK Investments LP
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TX | 28.5 |
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Moore Capital Management LP
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NY | 28.0 |
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Linden Advisors LP
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NY | 27.3 |
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Vontobel Asset Management Inc
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NY | 26.7 |
|
Research Affiliates LLC
✚
|
CA | 26.3 |
|
Magellan Asset Management Limited
✚
|
25.6 | |
|
J O Hambro Capital Management Limited
✚
|
25.2 | |
|
Axiom Investors LLC
✚
|
CT | 24.5 |