ARISTOTLE CREDIT PARTNERS, LLC
Adviser information for ARISTOTLE CREDIT PARTNERS, LLC last updated from Form ADV on March 25th, 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 | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 358 | $947.3M |
| Non-Discretionary | 0 | $0 |
| Total | 358 | $947.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 222 | $213.2M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $3.4M |
| Pension and profit sharing plans | 31 | $344.6M |
| Charitable organizations | 17 | $142.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $12.2M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 85 | $231.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 9 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 122.2M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FIDUCIARY SERVICES PROGRAM | CITIGROUP GLOBAL MARKETS, INC. |
| UBS ACCESS AND STRATEGIC WEALTH PORTFOLIO | UBS |
Identifiers
| SEC RIA File Number | 801-78984 |
|---|---|
| SEC ERA File Number | 801-78984 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169959 |
| Legal Entity Identifier | 2549004YDU8DNCBU5O73 |
Principal Office
840 NEWPORT CENTER DRIVESUITE 600
NEWPORT BEACH
CA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 949-681-2100, Fax: 949-681-2199
Chief Compliance Officer
ANDREA DENISEVICH
11100 SANTA MONICA BLVD
SUITE 1700
LOS ANGELES
CA
United States
Tel:
310-689-2700
Fax:
310-478-8496
A**********@******************M
(Full email address available in API data)
Regulatory Contact
MICHELLE GOSOM
DIRECTOR
11100 SANTA MONICA BLVD
SUITE 1700
LOS ANGELES
CA
United States
Tel:
310-689-2700
Fax:
310-478-8496
M*****@***************M
(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 ATLANTIC PARTNERS, LLC | Other investment adviser, including financial plannersSponsor, 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 INVESTMENT SERVICES, LLC | Other investment adviser, including financial planners |
| ARISTOTLE PACIFIC CAPITAL, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| 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 |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Domestic Entity | – | MEMBER | 12/2013 | 50-75% |
| SCHWEITZER, RICHARD, HARLAN | Individual | – | OWNER, SENIOR PARTNER | 12/2013 | < 5% |
| HOLLANDER, RICHARD, SCOTT | Individual | – | OWNER, MANAGER | 12/2013 | < 5% |
| LISENBEE, GARY, WAYNE | Individual | – | OWNER, SENIOR PARTNER | 12/2013 | < 5% |
| RCB ACQUISITION COMPANY, LLC | Domestic Entity | ARISTOTLE CAPITAL MANAGEMENT, LLC | OWNER / MEMBER | 07/2011 | 25-50% |
| METWEST VENTURES, LLC | Domestic Entity | RCB ACQUISITION COMPANY, LLC | OWNER/MEMBER | 07/2011 | 25-50% |
| RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 | Domestic Entity | METWEST VENTURES, LLC | OWNER | 10/2009 | > 75% |
| GLEICHER TRUST | Domestic Entity | ARISTOTLE CAPITAL MANAGEMENT, LLC | OWNER/MEMBER | 12/2012 | 25-50% |
| GLEICHER, HOWARD, ROY | Individual | GLEICHER TRUST | TRUSTEE | 07/2011 | |
| GLEICHER, HOWARD, ROY | Individual | – | OWNER, DIRECTOR | 12/2013 | < 5% |
| HOLLANDER, RICHARD, SCOTT | Individual | RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 | CO-TRUSTEE | 10/2009 | |
| HOLLANDER, JACQUELINE | Individual | RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88 | CO-TRUSTEE | 10/2009 | |
| LOPEZ, DOUGLAS, FRANK | Individual | – | OWNER, PORTFOLIO MANAGER | 01/2014 | 10-25% |
| DENISEVICH, ANDREA, M | Individual | – | OWNER, CHIEF COMPLIANCE OFFICER | 09/2015 | < 5% |
| REIDT, TERENCE, LEE | Individual | – | OWNER, PORTFOLIO MANAGER | 01/2014 | 5-10% |
| SCARLETT, NANCY, JEDDELOH | Individual | – | DIRECTOR, CHIEF RISK OFFICER | 02/2018 | < 5% |
| GOSOM, MICHELLE, MONSALUD | Individual | – | DIRECTOR | 03/2018 | < 5% |
| WOMACK, ROBERT, REID | Individual | – | OWNER, CHIEF INNOVATION OFFICER | 07/2018 | < 5% |
| Chandwani, Sona, Sapna | Individual | – | OWNER, CHIEF ADMINSTRATIVE 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% |