Aristotle

What Aristotle does

Aristotle is a majority employee-owned, privately held investment management organization founded in 2010, operating as a unified platform of four affiliate registered investment advisors across Los Angeles, Newport Beach, Boston, and Sarasota. The firm manages over $93 billion in combined client assets as of March 31, 2026, spanning equity strategies (Global, International, Value, Small Cap, Small/Mid Cap, Core, Large Cap Growth, Focus Growth) and fixed income/credit strategies (Bank Loans, CLOs, High Yield, Core Plus, Short Duration, Strategic Credit). Aristotle serves institutional investors (pension funds, banks, insurance companies, foundations, endowments, trust companies), registered investment advisors, financial advisors, and high net worth individuals across 14 countries, distributing through separate accounts, mutual funds (Aristotle Funds), Collective Investment Trusts, commingled funds, and ETFs.

Aristotle's investment approach is bottom-up, fundamental, and research-driven, with affiliate portfolio managers holding CFA credentials and continuity dating to the 1990s. Its underlying technology stack includes the Siepe platform for credit operations (middle office, settlement, daily reconciliations, golden-copy data management across SWIFT, corporate actions, and third-party data sources) and GenAI-enabled data query capabilities supporting compliance and risk oversight. Approximately 245 investment professionals are supported by roughly 140 shared service professionals across operations, trading, compliance, legal, and distribution.

The business model is asset-based: Aristotle charges management fees as a percentage of AUM across institutional separate accounts, mutual funds, CITs, commingled funds, and ETFs. Pricing is client-specific and not publicly disclosed, with monthly billing on institutional separate accounts. Revenue grows primarily through AUM appreciation, net client flows, and inorganic expansion; the October 2022 acquisition of Pacific Asset Management from Pacific Life added ~$30.6B in credit AUM and established Aristotle Pacific Capital. The firm has no disclosed private equity or venture capital backing and operates without a public listing.

Name

Aristotle

Legal name

Aristotle Capital Management, LLC

Website

https://aristotlecap.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

101–250 employees

Short description

Aristotle is a majority employee-owned, multi-affiliate investment manager founded in 2010, managing over $93 billion across equity and credit strategies for institutional, RIA, and wealth clients in 14 countries.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Active equity management
• Fixed income strategies
• Institutional asset management
• Investment advisory services
• Mutual fund management

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged as a percentage of assets under management across equity and fixed income strategies for institutional and advisory clients

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels6 records

Core offering

Aristotle is a multi-affiliate investment management organization that provides active portfolio management across equity and fixed income strategies for institutional and advisory clients worldwide. The firm manages over $93 billion in combined client assets through four distinct affiliate investment teams (Aristotle Capital Management, Aristotle Capital Boston, Aristotle Atlantic Partners, Aristotle Pacific Capital), delivering strategies including global, international, value, small cap, small/mid cap, core, large cap growth, focus growth, bank loans, CLOs, high yield, core plus, short duration, and strategic credit via separate accounts, mutual funds, collective investment trusts, commingled funds, and ETF vehicles.

Product overview

Aristotle is a multi-affiliate asset management organization operating as a unified platform with four distinct investment teams. The platform is comprised of: Aristotle Capital Management (Global, International, and Value Equity strategies with $49.2B AUM), Aristotle Capital Boston (Small Cap and Small/Mid Cap Equity strategies with $1.64B AUM), Aristotle Atlantic Partners (Core Equity, Large Cap Growth, and Focus Growth strategies with $1.67B AUM), and Aristotle Pacific Capital (credit strategies including Bank Loans, CLOs, High Yield, Core Plus, Short Duration, and Strategic Credit with $30.56B AUM). Collectively managing over $93 billion in combined client assets across equity and fixed income strategies. The organization also offers mutual funds through the Aristotle Funds brand, along with thought leadership resources including The Essence publication and the Power of Patience Podcast.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Global Equity Strategy: 16.40% 1-year return (pure gross), 10.07% since inception annualized
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• SiepecoreTechnology or Integration · 23 February 2026Siepe provides cutting-edge software, middle office, and settlement services for Aristotle Pacific's credit operations spanning $30+ billion in AUM. The implementation was successfully integrated across Aristotle Pacific's existing technology stack including SWIFT, corporate actions, and multiple third-party data sources, with Siepe delivering daily reconciliations and maintaining golden-copy data across positions, accruals, cash balances, and security master. The partnership also includes access to advanced compliance and risk oversight, a GenAI roadmap for AI-enabled data queries, and integrated Trustee and Collateral Administrator services for U.S. CLOs.

Scale indicators10 records

Recent moves11 records

Expansion highlights5 records

Direct peers

• Victory Capital: Multi-franchise active asset manager built largely through acquisitions of boutique investment teams, similar to Aristotle's affiliate model. Offers equity, fixed income and credit strategies to institutional and intermediary channels and competes for the same RIA and institutional mandates.
• Artisan Partners: Public multi-affiliate active asset manager with separate investment teams operating under a shared distribution and operations platform. Highly comparable to Aristotle's franchise model of independent affiliate teams offering equity and credit strategies to institutional and intermediary clients.
• Cohen & Steers: Specialty active asset manager focused on real assets and income-oriented strategies, serving institutional and intermediary clients. Comparable in scale, product breadth and institutional distribution focus to Aristotle's mid-sized affiliate model.
• Eaton Vance: Multi-affiliate active asset manager historically built around independent investment teams offering equity and fixed income strategies (now part of Morgan Stanley Investment Management). Closely comparable to Aristotle's structure, product mix and institutional distribution model.
• Calamos Asset Management: Active asset manager offering equity, fixed income and alternative strategies to institutional, intermediary and retail channels. Comparable to Aristotle as a mid-sized, multi-strategy active manager with significant equity AUM and growing credit/convertible capabilities.
• Royce Investment Partners: Specialist active asset manager focused on small-cap and small/mid-cap equity strategies for institutional and individual investors. Directly comparable to Aristotle Capital Boston's Small Cap and Small/Mid Cap Equity franchise.
• Pzena Investment Management: Public active value equity specialist managing global, international and U.S. value strategies for institutional clients. Directly comparable to Aristotle Capital Management's Value Equity franchise ($39.7B), which is the single largest product overlap.

Emerging players

• Westwood Holdings Group: Smaller public active asset manager focused on U.S. value equity and energy/income strategies for institutional and intermediary clients. Comparable to Aristotle Capital Management's value franchise in product overlap, though smaller in scale.

Broad incumbents

• MFS Investment Management: Large active asset manager offering global, international and fixed income strategies to institutional and retail clients. Comparable to Aristotle's equity-led platform but at materially greater AUM scale and brand recognition.
• Nuveen: Large multi-affiliate institutional asset manager (TIAA affiliate) offering equity, fixed income and private market strategies to pensions, endowments and intermediaries. Overlaps with Aristotle across institutional equity and credit but at substantially greater scale and product breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/AristotleCap

Revenue estimate

Valuation estimate

Number of profiles

Profiles27 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Aristotle