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| Aristotle Pacific Capital LLC
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|---|---|
| CRD # | 298050 |
| SEC # | 801-117402 |
| CIK # | 0001844577 |
| AUM | 26.76 B (2026-03-31) |
| Employees | 46 (48% Investors, 20% Brokers) |
| Phone | 949-681-2100 |
| Address | 840 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | APC Credit Opportunities LP | [2026-03-31] | ||
| Filed 2026-02-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | APC Multi-Sector Bond LP | [2025-10-21] | 257.5 M | |
| Filed 2025-07-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | APC High Yield Bond Fund LP | [2025-01-29] | 264.2 M | 55.4 M |
| Filed 2025-09-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | APC Short Duration High Yield Fund LP | [2024-10-30] | 106.3 M | 35.9 M |
| Filed 2025-08-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Pacific Asset Management CLO Opportunities Fund LP | 2018-08-28 | 46.5 M | |
| HF | Pacific Asset Management Senior Loan Fund | [2015-04-30] | 0.9 M | 57.7 M |
| Filed 2015-04-29 (D) · Exemption 506(c) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Pacific Asset Management Bank Loan LP | [2014-07-01] | 5,369.7 M | 2,325.1 M |
| Filed 2025-04-15 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 5 | 14.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 4.6 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 5.1 |
| (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 | 44 | 26.8 |
| By Discretionary | ||
| Discretionary | 44 | 26.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 44 | 26.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 26.7 | |
| Total | 44 | 26.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bronwyn Wright | Director | 24 | 6 | |
| Aristotle Pacific Capital LLC | Executive Officer, Promoter | 9 | 4 | |
| Carol Rumsey | Executive Officer | 9 | 3 | |
| Dominic Nolan | Executive Officer | 9 | 3 | |
| James Leasure | Director, Executive Officer | 5 | 3 | |
| Maire O'Connor | Director | 4 | 3 | |
| Joseph Lallande | Executive Officer | 6 | 2 | |
| Managing Member of General Partner Pacific Life Fund Advisors LLC | Executive Officer | 3 | 2 | |
| General Partner Pam Bank Loan Fund GP LLC | Executive Officer | 3 | 2 | |
| Jason Rosiak | Director, Executive Officer | 3 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844577] | |
| 3 | [0001844577] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300UCSPN8ID3OFU28 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Pacific Asset Management LLC | |
| Aristotle Pacific Enhanced CLO Income Fund |
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