Aristotle Pacific Capital LLC

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Assets, Funds, Holdings

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Aristotle Pacific Capital LLC
CRD #298050
SEC #801-117402
CIK #0001844577
AUM $21.9 BB (2024-05-08)
Employees 38 (66% Investors, 13% Brokers)
Phone844-597-3886
Address840 Newport Center Drive
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GTLS 5,943.0 2.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3502802101407002020202120232025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Pacific Asset Management CLO Opportunities Fund LP 2018-08-28 35.8
HF Pacific Asset Management Senior Loan Fund [2015-04-30] 0.9 57.7
HF Pacific Asset Management Bank Loan LP [2014-07-01] 1,765.7 1,665.0
AUM Breakdown Accounts AUM ($BB)
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 11.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 2.5
(g) Pension and profit sharing plans 0 0.1
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 6.8
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.7
(n) Other 0 0.0
Total 31 21.9
By Discretionary
Discretionary 31 21.9
Non-Discretionary 0 0.0
Total 31 21.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 21.9
Total 31 21.9
Form D Directors # Filings # Firms 2011 - 2024
Bronwyn Wright 24
James Leasure 5
Dominic Nolan 5
Jason Rosiak 3
General Partner Pam Bank Loan Fund GP LLC 3
Rex Olson 3
Managing Member of General Partner Pacific Life Fund Advisors LLC 3
Maire OConnor 2
Managing Member of General Partner Pacific Asset Management LLC 2
Doninic Nolan 1
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001844577]
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