Hedge Fund Database

ARISTOTLE ATLANTIC PARTNERS, LLC

Adviser information for ARISTOTLE ATLANTIC PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 299 $2.5B
Non-Discretionary 9 $358.3M
Total 308 $2.9B

Clients

Type Number RAUM
Individuals 276 $329.0M
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 3 $752.5M
Business development companies 0 $0
Pooled investment vehicles 2 $646.1M
Pension and profit sharing plans <5 $882.7M
Charitable organizations 9 $245.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 15 $28.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 9
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-108579
SEC ERA File Number 801-108579
SEC CIK Numbers 1697267
SEC CRD Numbers 285721
Legal Entity Identifier None

Principal Office

50 CENTRAL AVENUE
SUITE 750
SARASOTA
FL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 212-652-4150, Fax: 310-478-8496

Websites

www.aristotlecap.com/affiliates/aristotle-atlantic-partners/ twitter.com/aristotlecap www.youtube.com/user/aristotlecap www.linkedin.com/company/aristotlecap/ www.instagram.com/aristotlecapital/

Chief Compliance Officer

MICHELLE GOSOM
11100 SANTA MONICA BLVD
SUITE 1700
LOS ANGELES
CA
United States
Tel: 310-478-4005
Fax: 310-478-8496
(Full email address available in API data)

Regulatory Contact

RICHARD SCHWEITZER
SENIOR PARTNER
11100 SANTA MONICA BLVD
SUITE 1700
LOS ANGELES
CA
United States
Tel: 310-478-4005
Fax: 310-478-8496
(Full email address available in API data)

Industry Affiliates

APC HY BOND GP, LLC Sponsor, GP, manager of pooled investment vehicles
APC SHORT DURATION HY GP, LLC Sponsor, GP, manager of pooled investment vehicles
ARISTOTLE CAPITAL BOSTON, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ARISTOTLE CAPITAL MANAGEMENT, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ARISTOTLE CREDIT PARTNERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ARISTOTLE INVESTMENT SERVICES, LLC Other investment adviser, including financial planners
ARISTOTLE PACIFIC CAPITAL, LLC Other investment adviser, including financial planners
METWEST FUND MANAGER, LLC Sponsor, GP, manager of pooled investment vehicles
METWEST REALTY ADVISORS, LLC Other investment adviser, including financial planners
PAM BANK LOAN FUND GP LLC Sponsor, GP, manager of pooled investment vehicles
PAM CLO OPPORTUNITIES FUND GP LLC Sponsor, GP, manager of pooled investment vehicles
SAUL FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
SAUL FUND, LP Sponsor or syndicator of limited partnerships

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GOSOM, MICHELLE, MONSALUD Individual – OWNER, CHIEF COMPLIANCE OFFICER 10/2016 < 5%
ARISTOTLE CAPITAL MANAGEMENT, LLC Domestic Entity – OWNER 10/2016 50-75%
METWEST VENTURES, LLC Domestic Entity ARISTOTLE CAPITAL MANAGEMENT, LLC OWNER/MEMBER 07/2011 25-50%
HOLLANDER, JACQUELINE Individual RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 CO-TRUSTEE 10/2009
HOLLANDER, RICHARD, SCOTT Individual RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 CO-TRUSTEE 10/2009
RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 Domestic Entity METWEST VENTURES, LLC OWNER 10/2009 > 75%
SCHWEITZER, RICHARD, HARLAN Individual – OWNER, SENIOR PARTNER 10/2016 < 5%
LISENBEE, GARY, WAYNE Individual – OWNER, SENIOR PARTNER 10/2016 < 5%
SCARLETT, NANCY, JEDDELOH Individual – OWNER, MANAGING DIRECTOR, CHIEF RISK OFFICER 02/2018 < 5%
HOLMAN, WALTER, ROSS Individual – OWNER, DIRECTOR, SENIOR RESEARCH ANALYST 11/2016 5-10%
FITZPATRICK, OWEN, BERNARD Individual – OWNER, MANAGING DIRECTOR, LEAD PORTFOLIO MANAGER 12/2016 10-25%
GLEICHER, HOWARD, ROY Individual GLEICHER TRUST TRUSTEE 07/2011
GLEICHER TRUST Domestic Entity ARISTOTLE CAPITAL MANAGEMENT, LLC OWNER/MEMBER 07/2007 25-50%
HYNES, THOMAS, MICHAEL Individual – OWNER, MANAGING DIRECTOR, PORTFOLIO MANAGER 12/2016 5-10%
ONEILL, BRENDAN, MICHAEL Individual – OWNER, DIRECTOR, PORTFOLIO MANAGER 12/2016 5-10%
DAFT, NICHOLAS, JAMES Individual – OWNER, DIRECTOR, SENIOR RESEARCH ANALYST 12/2016 < 5%
HOLLANDER, RICHARD, SCOTT Individual – OWNER, CHAIRMAN OF THE BOARD 12/2016 < 5%
WOMACK, ROBERT, REID Individual – OWNER, CHIEF INNOVATION OFFICER 07/2018 < 5%
Chandwani, Sona, Sapna Individual – OWNER, CHIEF ADMINISTRATIVE OFFICER 01/2019 < 5%
ST HILAIRE, KIM, MARIE Individual – OWNER, MANAGING DIRECTOR, OPERATIONS & TRADING 05/2021 < 5%
Quan, John, Albert Individual – OWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER 10/2021 < 5%

No. Employees, Historic

10502020202120222023202420258 on 3/27/20208 on 6/26/20208 on 3/25/20218 on 7/30/20219 on 3/28/20229 on 6/30/202210 on 3/30/202310 on 3/18/202410 on 3/29/2024

RAUM, Historic

3B2B0202020212022202320242025812815642 on 3/27/2020812815642 on 6/26/20201317060285 on 3/25/20211535677235 on 7/30/20211784043626 on 3/28/20221784043626 on 6/30/20221845916247 on 3/30/20232883460087 on 3/18/20242883460088 on 3/29/2024

No. Clients, Historic

400200020202021202220232024202579 on 3/27/202079 on 6/26/2020159 on 3/25/2021197 on 7/30/2021230 on 3/28/2022230 on 6/30/2022279 on 3/30/2023308 on 3/18/2024308 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 2M 19K –
ADAPTIVE BIOTECHNOLOGIES COR COM 11M 3M ARISTOTLE INVESTMENT SERVICES, LLC
ADAPTIVE BIOTECHNOLOGIES COR COM 266K 74K –
ADOBE INC COM 27M 50K ARISTOTLE INVESTMENT SERVICES, LLC
ADOBE INC COM 3M 5K –
ALEXANDRIA REAL ESTATE EQ IN COM 12M 101K ARISTOTLE INVESTMENT SERVICES, LLC
ALEXANDRIA REAL ESTATE EQ IN COM 3K 26 –
ALPHABET INC CAP STK CL C 14M 76K –
ALPHABET INC CAP STK CL A 169M 927K ARISTOTLE INVESTMENT SERVICES, LLC
ALPHABET INC CAP STK CL A 142K 779 –
AMAZON COM INC COM 90M 465K ARISTOTLE INVESTMENT SERVICES, LLC
AMAZON COM INC COM 7M 35K –
AMERICAN TOWER CORP NEW COM 8M 40K –
AMERICAN WTR WKS CO INC NEW COM 7M 50K –
AMERICAN WTR WKS CO INC NEW COM 232K 2K –
AMERIPRISE FINL INC COM 25M 58K ARISTOTLE INVESTMENT SERVICES, LLC
AMERIPRISE FINL INC COM 12K 27 –
AMETEK INC COM 22M 129K ARISTOTLE INVESTMENT SERVICES, LLC
AMETEK INC COM 20M 121K –
AMPHENOL CORP NEW CL A 8M 114K ARISTOTLE INVESTMENT SERVICES, LLC
ANALOG DEVICES INC COM 14M 60K ARISTOTLE INVESTMENT SERVICES, LLC
ANTERO RESOURCES CORP COM 10M 301K ARISTOTLE INVESTMENT SERVICES, LLC
ANTERO RESOURCES CORP COM 33K 1K –
APPLE INC COM 222M 1M ARISTOTLE INVESTMENT SERVICES, LLC
APPLE INC COM 5M 22K –
APPLIED MATLS INC COM 26M 109K ARISTOTLE INVESTMENT SERVICES, LLC
AVERY DENNISON CORP COM 23M 103K ARISTOTLE INVESTMENT SERVICES, LLC
BANK AMERICA CORP COM 15M 377K ARISTOTLE INVESTMENT SERVICES, LLC
BECTON DICKINSON & CO COM 19M 81K ARISTOTLE INVESTMENT SERVICES, LLC
BIOMARIN PHARMACEUTICAL INC COM 2M 29K ARISTOTLE INVESTMENT SERVICES, LLC
BIOMARIN PHARMACEUTICAL INC COM 332K 4K –
BIO-TECHNE CORP COM 45M 627K ARISTOTLE INVESTMENT SERVICES, LLC
BIO-TECHNE CORP COM 7M 95K –
BOSTON SCIENTIFIC CORP COM 18M 229K ARISTOTLE INVESTMENT SERVICES, LLC
BOSTON SCIENTIFIC CORP COM 308K 4K –
BROADCOM INC COM 67M 42K ARISTOTLE INVESTMENT SERVICES, LLC
BROADCOM INC COM 3M 2K –
CHART INDS INC COM 18M 125K ARISTOTLE INVESTMENT SERVICES, LLC
CHART INDS INC COM 354K 2K –
CHUBB LIMITED COM 23M 92K ARISTOTLE INVESTMENT SERVICES, LLC
COCA COLA CO COM 891K 14K –
CONSTELLATION BRANDS INC CL A 206K 800 –
COOPER COS INC COM 6M 64K –
COSTCO WHSL CORP NEW COM 70M 82K ARISTOTLE INVESTMENT SERVICES, LLC
COSTCO WHSL CORP NEW COM 2M 2K –
CROWDSTRIKE HLDGS INC CL A 460K 1K –
DANAHER CORPORATION COM 250K 1K –
DARLING INGREDIENTS INC COM 37M 999K ARISTOTLE INVESTMENT SERVICES, LLC
DARLING INGREDIENTS INC COM 260K 7K –
DATADOG INC CL A COM 12M 91K ARISTOTLE INVESTMENT SERVICES, LLC
DEXCOM INC COM 23M 199K ARISTOTLE INVESTMENT SERVICES, LLC
DEXCOM INC COM 10K 91 –
DOVER CORP COM 253K 1K –
ELI LILLY & CO COM 20M 22K ARISTOTLE INVESTMENT SERVICES, LLC
ELI LILLY & CO COM 453K 500 –
ENERGY RECOVERY INC COM 199K 15K –
EXPEDIA GROUP INC COM NEW 41M 322K ARISTOTLE INVESTMENT SERVICES, LLC
EXPEDIA GROUP INC COM NEW 110K 871 –
EXXON MOBIL CORP COM 29M 251K –
GENERAL MTRS CO COM 16M 348K ARISTOTLE INVESTMENT SERVICES, LLC
GUARDANT HEALTH INC COM 21M 713K ARISTOTLE INVESTMENT SERVICES, LLC
GUARDANT HEALTH INC COM 1M 36K –
HALLIBURTON CO COM 12M 342K ARISTOTLE INVESTMENT SERVICES, LLC
HOME DEPOT INC COM 60M 175K ARISTOTLE INVESTMENT SERVICES, LLC
HOME DEPOT INC COM 826K 2K –
HONEYWELL INTL INC COM 13M 60K ARISTOTLE INVESTMENT SERVICES, LLC
HONEYWELL INTL INC COM 473K 2K –
IDEXX LABS INC COM 15M 30K ARISTOTLE INVESTMENT SERVICES, LLC
IDEXX LABS INC COM 6M 13K –
INNOVATIVE INDL PPTYS INC COM 218K 2K –
INTERCONTINENTAL EXCHANGE IN COM 26M 189K ARISTOTLE INVESTMENT SERVICES, LLC
INTERNATIONAL BUSINESS MACHS COM 415K 2K –
INTERNATIONAL FLAVORS&FRAGRA COM 2M 16K –
JOHNSON & JOHNSON COM 219K 2K –
JPMORGAN CHASE & CO. COM 40M 197K ARISTOTLE INVESTMENT SERVICES, LLC
JPMORGAN CHASE & CO. COM 19M 92K –
KLA CORP COM NEW 39M 47K ARISTOTLE INVESTMENT SERVICES, LLC
KLA CORP COM NEW 17K 21 –
LAUDER ESTEE COS INC CL A 9M 86K ARISTOTLE INVESTMENT SERVICES, LLC
MARRIOTT INTL INC NEW CL A 23M 96K ARISTOTLE INVESTMENT SERVICES, LLC
MERCK & CO INC COM 61M 497K –
META PLATFORMS INC CL A 100M 197K ARISTOTLE INVESTMENT SERVICES, LLC
MICROCHIP TECHNOLOGY INC. COM 14M 156K ARISTOTLE INVESTMENT SERVICES, LLC
MICROSOFT CORP COM 282M 632K ARISTOTLE INVESTMENT SERVICES, LLC
MICROSOFT CORP COM 23M 51K –
MURPHY OIL CORP COM 10M 251K –
MURPHY USA INC COM 18M 39K –
NETFLIX INC COM 49M 73K ARISTOTLE INVESTMENT SERVICES, LLC
NETFLIX INC COM 67K 100 –
NEXTERA ENERGY INC COM 21M 302K ARISTOTLE INVESTMENT SERVICES, LLC
NORFOLK SOUTHN CORP COM 43M 200K ARISTOTLE INVESTMENT SERVICES, LLC
NORFOLK SOUTHN CORP COM 8K 35 –
NVIDIA CORPORATION COM 274M 2M ARISTOTLE INVESTMENT SERVICES, LLC
NVIDIA CORPORATION COM 59M 475K –
ORACLE CORP COM 9M 67K ARISTOTLE INVESTMENT SERVICES, LLC
OREILLY AUTOMOTIVE INC COM 26M 25K ARISTOTLE INVESTMENT SERVICES, LLC
OREILLY AUTOMOTIVE INC COM 15K 14 –
PALO ALTO NETWORKS INC COM 1M 3K –
PARKER-HANNIFIN CORP COM 14M 28K –
POTLATCHDELTIC CORPORATION COM 6M 152K –
PROCTER AND GAMBLE CO COM 1M 7K –
PROLOGIS INC. COM 32M 284K ARISTOTLE INVESTMENT SERVICES, LLC
PROLOGIS INC. COM 172K 2K –
QUALCOMM INC COM 598K 3K –
QUANTA SVCS INC COM 4M 14K ARISTOTLE INVESTMENT SERVICES, LLC
QUANTA SVCS INC COM 426K 2K –
ROPER TECHNOLOGIES INC COM 19M 33K –
S&P GLOBAL INC COM 38M 84K ARISTOTLE INVESTMENT SERVICES, LLC
S&P GLOBAL INC COM 2M 4K –
SALESFORCE INC COM 386K 2K –
SERVICENOW INC COM 67M 85K ARISTOTLE INVESTMENT SERVICES, LLC
SERVICENOW INC COM 4M 5K –
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 5M 154K ARISTOTLE INVESTMENT SERVICES, LLC
SPX TECHNOLOGIES INC COM 404K 3K –
SYNOPSYS INC COM 66M 111K ARISTOTLE INVESTMENT SERVICES, LLC
SYNOPSYS INC COM 17K 28 –
TAKE-TWO INTERACTIVE SOFTWAR COM 3M 20K ARISTOTLE INVESTMENT SERVICES, LLC
TE CONNECTIVITY LTD SHS 3M 20K –
TELEFLEX INCORPORATED COM 1M 6K –
TESLA INC COM 3M 13K ARISTOTLE INVESTMENT SERVICES, LLC
THE CIGNA GROUP COM 23M 71K ARISTOTLE INVESTMENT SERVICES, LLC
THE CIGNA GROUP COM 127K 385 –
THERMO FISHER SCIENTIFIC INC COM 24M 44K ARISTOTLE INVESTMENT SERVICES, LLC
THERMO FISHER SCIENTIFIC INC COM 24M 44K –
TRANE TECHNOLOGIES PLC SHS 74M 226K ARISTOTLE INVESTMENT SERVICES, LLC
UBER TECHNOLOGIES INC COM 11M 155K ARISTOTLE INVESTMENT SERVICES, LLC
UNION PAC CORP COM 21M 94K –
UNITEDHEALTH GROUP INC COM 26M 51K ARISTOTLE INVESTMENT SERVICES, LLC
UNITEDHEALTH GROUP INC COM 10K 19 –
VERTEX PHARMACEUTICALS INC COM 25M 53K ARISTOTLE INVESTMENT SERVICES, LLC
VERTEX PHARMACEUTICALS INC COM 33K 71 –
VISA INC COM CL A 92M 350K ARISTOTLE INVESTMENT SERVICES, LLC
VISA INC COM CL A 3M 10K –
WEC ENERGY GROUP INC COM 623K 8K –
ZOETIS INC CL A 17M 99K ARISTOTLE INVESTMENT SERVICES, LLC