Aristotle

Aristotle is a majority employee-owned investment management organization based in Los Angeles, California. The company employs 246 people and generates approximately $100 million in annual revenue. Aristotle boasts a seasoned leadership team with over twenty-five years of collective experience guiding the organization. Aristotle's investment teams specialize in a range of services, including U.S., international, and global equity portfolios, as well as various fixed income strategies encompassing structured products. They are dedicated to helping clients achieve their long-term financial objectives through active portfolio management grounded in a research-driven investment framework. Aristotle differentiates itself through its commitment to research and client success. The company fosters a culture that prioritizes these values, attracting and retaining top investment professionals. To ensure its investment teams can concentrate on delivering value to client portfolios, Aristotle maintains a centralized support infrastructure encompassing shared services like compliance, trading, operations, client communication, marketing, and distribution. For more detailed information about Aristotle's investment strategies, fees, and objectives, please refer to their respective Forms ADV Part 2, which are available upon request.