Aristotle Funds

What Aristotle Funds does

Aristotle Funds is a family of 18 actively managed mutual funds organized under Aristotle Funds Series Trust, a Delaware statutory trust that was created in 2023 through the reorganization of the legacy Pacific Funds Series Trust. The product suite spans Fixed Income (7 funds including Ultra Short Income, Short Duration Income, Core Bond, Core Income, Strategic Income, Floating Rate Income, and High Yield Bond), U.S. Equity (5 funds across Core, Growth, Value, Small Cap, and Small/Mid Cap), International & Global Equity (2 funds, including a sub-advised Global Equity strategy), and Multi-Asset (5 Portfolio Optimization fund-of-funds ranging from Conservative to Aggressive Growth). Funds are managed through a multi-manager structure in which Aristotle Capital Management, LLC serves as parent and various affiliates act as sub-advisers, with Aristotle Pacific Capital (formerly Pacific Asset Management, acquired from Pacific Life Insurance Company in October 2022) running the fixed income book under CEO Dominic Nolan, CFA.

The company is distributed by Foreside Financial Services, LLC and reaches end clients through a dedicated financial advisor sales desk, an RIA & Institutional platform with bank trust focus, the DST Vision electronic platform, and a self-serve direct channel for individual investors. Share-class architecture (Class A, C, I, I-2, R6) supports multiple buyer types — retail with front-end or back-end loads, institutional with low expense ratios, and retirement plans via R6 — making the revenue model fundamentally AUM-based management fees across a broad retail and institutional book.

Aristotle Capital Management, the parent, operates from offices in Los Angeles, Newport Beach, Boston, and Sarasota, and consists of five independent registered investment advisors supported by a shared services platform. Portfolio managers average 28 years of investment experience and the senior leadership team has worked together for over 25 years. The firm invests heavily in thought leadership, including the Getting Credit podcast hosted by Dominic Nolan (100+ episodes since 2023), weekly market summaries, and a deep advisor resource library, which collectively reinforce the firm's positioning as a process-oriented, downside-protection-focused active manager. No revenue, AUM, or financial figures are disclosed in the source data.

Name

Aristotle Funds

Legal name

Aristotle Funds Series Trust

Website

https://aristotlefunds.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

101–250 employees

Short description

Aristotle Funds is a family of 18 actively managed mutual funds spanning fixed income, U.S. equity, international/global equity, and multi-asset strategies, distributed to financial advisors, RIAs, institutional investors, and individuals by affiliates of Aristotle Capital Management.

Ownership category

akta.pro rank

Product category

Mutual Funds

NAICS

Open-End Investment Funds (525910), Open-End Investment Funds (52591), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)

akta.pro secondary industry

Multi-Asset Income Funds (Diversified Income) (FSAAAJAG)

Keywords

• Mutual fund management
• Fixed income funds
• Equity fund management
• Multi-asset portfolios
• Institutional asset management

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Mutual Fund Management Fees: Aristotle Funds generates revenue through management fees charged on fund assets under management. The funds are distributed by Foreside Financial Services, LLC. Share classes include Class A, Class C, Class I, Class I-2, and Class R6 shares, each with different fee structures.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

Aristotle Funds is a family of 18 mutual funds designed for growth, income generation, and diversification across four asset categories: Fixed Income (7 funds), U.S. Equity (5 funds), International & Global Equity (2 funds), and Multi-Asset (5 Portfolio Optimization funds). The funds are managed through a multi-manager structure by Aristotle Capital Management, LLC and Aristotle Pacific Capital, LLC, distributed primarily to financial advisors, RIAs, and institutional investors via Foreside Financial Services, LLC.

Product overview

Aristotle Funds is a family of mutual funds designed for growth, income generation, and diversification. The company operates as a multi-manager investment structure consisting of managers who are selective, nimble, and experienced. The product lineup includes 19 distinct mutual funds across four categories: Fixed Income (7 funds: Ultra Short Income, Short Duration Income, Core Bond, Core Income, Strategic Income, Floating Rate Income, and High Yield Bond), U.S. Equity (5 funds: Core Equity, Growth Equity, Small/Mid Cap Equity, Small Cap Equity, and Value Equity), International & Global Equity (2 funds: International Equity and Global Equity managed by Saul), and Multi-Asset (5 Portfolio Optimization funds ranging from Conservative to Aggressive Growth). The funds are managed by Aristotle Capital Management and Aristotle Pacific Capital, with a focus on delivering consistent results with downside protection strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Aristotle Ultra Short Income Fund A fixed income mutual fund that invests in ultra-short duration securities to generate income while managing interest rate risk. Available to financial advisors, RIAs, institutional investors, and individual investors.
• Aristotle Short Duration Income Fund A fixed income mutual fund that invests in short-duration bonds to provide income with relatively lower interest rate sensitivity.
• Aristotle Core Bond Fund A core fixed income mutual fund that invests in a diversified portfolio of investment-grade bonds to provide income and capital preservation.
• Aristotle Core Income Fund A fixed income mutual fund focused on generating income through a portfolio of core bond investments.
• Aristotle Strategic Income Fund A strategic fixed income mutual fund that seeks income through flexible allocation across various bond sectors and credit qualities.
• Aristotle Floating Rate Income Fund A mutual fund that invests in floating-rate bank loans and securities, offering income that adjusts with changing interest rates.
• Aristotle High Yield Bond Fund A mutual fund that invests in high-yield (below investment-grade) corporate bonds to seek higher income with increased credit risk.
• Aristotle Core Equity Fund A U.S. equity mutual fund that invests in large-cap stocks seeking long-term growth through a core investment approach.
• Aristotle Growth Equity Fund A U.S. equity mutual fund focused on growth stocks with higher growth potential and typically higher valuations.
• Aristotle Small/Mid Cap Equity Fund A mutual fund investing in small and mid-capitalization U.S. stocks seeking long-term capital appreciation.
• Aristotle Small Cap Equity Fund A mutual fund that invests in small-capitalization U.S. stocks for long-term growth through exposure to smaller companies.
• Aristotle Value Equity Fund A U.S. equity mutual fund that seeks value stocks trading below intrinsic worth for potential upside.
• Aristotle International Equity Fund A mutual fund investing in international equities outside the U.S. for global diversification and growth opportunities.
• Aristotle/Saul Global Equity Fund A global equity mutual fund that invests worldwide seeking long-term capital appreciation through a concentrated approach, sub-advised by Saul Partners.
• Aristotle Portfolio Optimization Conservative Fund A fund-of-funds that allocates primarily to bonds with modest equity exposure for conservative income and preservation.
• Aristotle Portfolio Optimization Moderate Conservative Fund A fund-of-funds with a balanced approach tilted toward income with moderate capital appreciation potential.
• Aristotle Portfolio Optimization Moderate Fund A fund-of-funds with equal allocation to stocks and bonds seeking balanced growth and income.
• Aristotle Portfolio Optimization Growth Fund A fund-of-funds with equity-weighted allocation seeking capital appreciation with some income.
• Aristotle Portfolio Optimization Aggressive Growth Fund A fund-of-funds with maximum equity exposure for aggressive long-term capital growth.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• Aristotle Pacific Capital, LLCcoreStrategic or Co-development Partner · 1 January 2023Aristotle Pacific Capital, formerly Pacific Asset Management LLC, serves as the sub-adviser for Aristotle Funds fixed income portfolio. The firm is led by Dominic Nolan, CFA (CEO) and continues to maintain its investment approach, business focus, and high level of client service while benefiting from Aristotle Capital's scale.
• Pacific Life Insurance CompanycoreStrategic or Co-development Partner · 26 October 2022Pacific Life Insurance Company and Aristotle Capital Management announced a strategic partnership in connection with Aristotle Capital's acquisition of Pacific Asset Management LLC (PAM). Pacific Life and Aristotle Capital maintain an ongoing strategic partnership following the transaction, with PAM (renamed Aristotle Pacific Capital) continuing to serve as sub-adviser to the fixed income funds.
• Aristotle Investment Services LLCcoreChannel Partner/ Reseller/ DistributorAristotle Investment Services LLC provides investment management, distribution, and servicing support for Aristotle Funds and investor accounts as part of the Aristotle companies providing investment advisory services.
• Foreside Financial Services, LLCcoreChannel Partner/ Reseller/ DistributorForeside Financial Services, LLC is the official distributor of Aristotle Funds. The firm handles fund distribution, regulatory compliance, and serves as the mutual fund's principal underwriter.
• Aristotle Capital Management, LLCcoreStrategic or Co-development PartnerAristotle Capital Management, LLC is the parent company of Aristotle Funds. It specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide, operating five independent registered investment advisors from offices in Los Angeles, Newport Beach, Boston, and Sarasota.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Diamond Hill Capital Management: Active equity and fixed income mutual fund manager emphasizing intrinsic-value and disciplined process investing, similar to Aristotle's selective, process-oriented active approach.
• Calamos Investments: Active mutual fund manager across equity, fixed income, and multi-asset strategies distributed via advisors and RIAs, comparable in scale and product mix to Aristotle Funds.
• Thornburg Investment Management: Privately held active manager offering equity, fixed income and multi-asset mutual funds to advisors and institutions, matching Aristotle's multi-strategy active mutual fund positioning.
• Osterweis Capital Management: Boutique active manager with equity and credit-focused mutual funds sold to advisors, comparable to Aristotle Pacific's corporate credit specialization.
• Lord Abbett: Independent, privately held active mutual fund manager with strong fixed income and equity franchises distributed through financial advisors, closely mirroring Aristotle Funds' advisor-focused, active-management model.

Broad incumbents

• Virtus Investment Partners: Multi-manager, multi-boutique asset manager offering a broad range of mutual funds across affiliated advisors, structurally similar to Aristotle Capital's multi-manager platform but larger and public.
• Nuveen: Large fixed income-heavy asset manager distributing mutual funds and multi-asset solutions to advisors and institutions, overlapping with Aristotle's credit and multi-asset offerings at greater scale.
• Franklin Templeton: Global multi-affiliate asset manager with a vast active mutual fund lineup across equity, fixed income and multi-asset, competing broadly for the same advisor distribution shelf space.
• Federated Hermes: Established mutual fund complex with deep fixed income and money market franchises sold through advisors and institutions, a larger incumbent in the same category.
• Victory Capital: Multi-boutique asset manager operating autonomous investment franchises under a shared platform, echoing Aristotle's five-RIA shared-services structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aristotle Funds