ARISTOTLE CAPITAL BOSTON, LLC

Adviser information for ARISTOTLE CAPITAL BOSTON, LLC last updated from Form ADV on March 15th, 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	11
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	2
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	152	$3.3B
Non-Discretionary	0	$0
Total	152	$3.3B

Clients

Type	Number	RAUM
Individuals	92	$38.7M
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	3	$310.8M
Business development companies	0	$0
Pooled investment vehicles	6	$1.2B
Pension and profit sharing plans	17	$1.2B
Charitable organizations	13	$66.1M
State or municipal gov entities	<5	$260.2M
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	19	$292.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	5

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 AUMPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	35.2M
Both for Same	0

Portfolio Manager to Program	Sponsor
GLOBAL MANAGER STRATEGIES SEPARATE ACCOUNT PROGRAM	GOLDMAN SACHS & CO

Identifiers

SEC RIA File Number	801-80368
SEC ERA File Number	801-80368
SEC CIK Numbers	1633911
SEC CRD Numbers	173198
Legal Entity Identifier	None

Principal Office

ONE FEDERAL STREET
36TH FLOOR
BOSTON
MA
United States

Monday - Friday, 8:00 AM - 5:00 PM EST

Tel: 617-274-3700, Fax: 310-478-8496

Websites

twitter.com/aristotlecap www.instagram.com/aristotlecapital/ www.linkedin.com/company/aristotle-capital-management-llc/ www.youtube.com/user/aristotlecap www.aristotlecap.com/affiliates/aristotle-capital-boston/

Chief Compliance Officer

MICHELLE GOSOM

11100 SANTA MONICA BLVD

SUITE 1700

LOS ANGELES

United States

Tel: 310-478-4005

M*****@***************M

(Full email address available in API data)

Regulatory Contact

RICHARD SCHWEITZER

SENIOR PARTNER

11100 SANTA MONICA BLVD

SUITE 1700

LOS ANGELES

United States

Tel: 310-478-4005

Fax: 310-478-8496

R**********@***************M

(Full email address available in API data)

Industry Affiliates

ARISTOTLE ATLANTIC PARTNERS, LLC	Other investment adviser, including financial planners
ARISTOTLE CAPITAL MANAGEMENT, LLC	Other investment adviser, including financial planners
ARISTOTLE CREDIT PARTNERS, LLC	Other investment adviser, including financial planners
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

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	–	OWNER	10/2014	50-75%
METWESTVENTURES, LLC	Domestic Entity	ARISTOTLE CAPITAL MANAGEMENT, LLC	OWNER/MANAGING MEMBER	07/2011	25-50%
RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88	Domestic Entity	METWESTVENTURES, LLC	OWNER/MANAGING MEMBER	10/2009	> 75%
HOLLANDER, RICHARD, SCOTT	Individual	RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88	TRUSTEE	10/2009
HOLLANDER, JACQUELINE	Individual	RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88	TRUSTEE	10/2009
GOSOM, MICHELLE, MONSALUD	Individual	–	OWNER, CHIEF COMPLIANCE OFFICER	09/2014	< 5%
SCHWEITZER, RICHARD, HARLAN	Individual	–	OWNER,SENIOR PARTNER	01/2015	< 5%
LISENBEE, GARY, WAYNE	Individual	–	OWNER, SENIOR PARTNER	01/2015	< 5%
ADAMS, DAVID, MICHAEL	Individual	–	OWNER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER	01/2015	10-25%
MCPHERSON, JOHN	Individual	–	OWNER, PRESIDENT, PORTFOLIO MANAGER	01/2015	10-25%
BABKA, MARK, BERNARD	Individual	–	OWNER, SENIOR RESEARCH ANALYST	01/2015	5-10%
SMITH, JEFFREY, SCOTT	Individual	–	OWNER, SENIOR RESEARCH ANALYST	01/2015	5-10%
ST HILAIRE, KIM, MARIE	Individual	–	OWNER, MANAGING DIRECTOR, OPERATIONS & TRADING	05/2021	< 5%
SCARLETT, NANCY, JEDDELOH	Individual	–	OWNER, MANAGING DIRECTOR, CHIEF RISK OFFICER	01/2015	< 5%
WOMACK, ROBERT, REID	Individual	–	OWNER, CHIEF INNOVATION OFFICER	07/2018	< 5%
Chandwani, Sona, Sapna	Individual	–	OWNER, CHIEF ADMINISTRATIVE OFFICER	01/2019	< 5%
Quan, John, Albert	Individual	–	OWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER	10/2021	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
1 800 FLOWERS COM INC	CL A	19M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
ACADIA HEALTHCARE COMPANY IN	COM	58M	859K	ARISTOTLE INVESTMENT SERVICES, LLC
ACI WORLDWIDE INC	COM	52M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
ADVANCED ENERGY INDS	COM	53M	487K	ARISTOTLE INVESTMENT SERVICES, LLC
AERCAP HOLDINGS NV	SHS	75M	800K	ARISTOTLE INVESTMENT SERVICES, LLC
ALAMOS GOLD INC NEW	COM CL A	33M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
ALBANY INTL CORP	CL A	40M	478K	ARISTOTLE INVESTMENT SERVICES, LLC
ALLETE INC	COM NEW	38M	602K	ARISTOTLE INVESTMENT SERVICES, LLC
APTARGROUP INC	COM	11M	80K	ARISTOTLE INVESTMENT SERVICES, LLC
ARDMORE SHIPPING CORP	COM	39M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
ARMADA HOFFLER PPTYS INC	COM	14M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
ASGN INC	COM	47M	530K	ARISTOTLE INVESTMENT SERVICES, LLC
ASPEN TECHNOLOGY INC	COM	25M	127K	ARISTOTLE INVESTMENT SERVICES, LLC
AVID BIOSERVICES INC	COM	5M	714K	ARISTOTLE INVESTMENT SERVICES, LLC
AZEK CO INC	CL A	47M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
BANKUNITED INC	COM	25M	838K	ARISTOTLE INVESTMENT SERVICES, LLC
BANNER CORP	COM NEW	18M	357K	ARISTOTLE INVESTMENT SERVICES, LLC
BARNES GROUP INC	COM	40M	973K	ARISTOTLE INVESTMENT SERVICES, LLC
BELDEN INC	COM	48M	509K	ARISTOTLE INVESTMENT SERVICES, LLC
BENCHMARK ELECTRS INC	COM	25M	629K	ARISTOTLE INVESTMENT SERVICES, LLC
BERKSHIRE HILLS BANCORP INC	COM	9M	410K	ARISTOTLE INVESTMENT SERVICES, LLC
BOSTON PROPERTIES INC	COM	3M	53K	ARISTOTLE INVESTMENT SERVICES, LLC
BOX INC	CL A	36M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
BYLINE BANCORP INC	COM	28M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
CARLISLE COS INC	COM	16M	39K	ARISTOTLE INVESTMENT SERVICES, LLC
CARTERS INC	COM	32M	514K	ARISTOTLE INVESTMENT SERVICES, LLC
CASELLA WASTE SYS INC	CL A	29M	295K	ARISTOTLE INVESTMENT SERVICES, LLC
CATALENT INC	COM	9M	157K	ARISTOTLE INVESTMENT SERVICES, LLC
CHARLES RIV LABS INTL INC	COM	31M	151K	ARISTOTLE INVESTMENT SERVICES, LLC
CHART INDS INC	COM	25M	173K	ARISTOTLE INVESTMENT SERVICES, LLC
CHEFS WHSE INC	COM	13M	333K	ARISTOTLE INVESTMENT SERVICES, LLC
CHEMED CORP NEW	COM	49M	90K	ARISTOTLE INVESTMENT SERVICES, LLC
CIENA CORP	COM NEW	7M	141K	ARISTOTLE INVESTMENT SERVICES, LLC
COHEN & STEERS INC	COM	10M	132K	ARISTOTLE INVESTMENT SERVICES, LLC
COLUMBUS MCKINNON CORP N Y	COM	20M	576K	ARISTOTLE INVESTMENT SERVICES, LLC
COMMUNITY HEALTHCARE TR INC	COM	14M	620K	ARISTOTLE INVESTMENT SERVICES, LLC
CROSS CTRY HEALTHCARE INC	COM	13M	908K	ARISTOTLE INVESTMENT SERVICES, LLC
CUSTOMERS BANCORP INC	COM	19M	397K	ARISTOTLE INVESTMENT SERVICES, LLC
DESIGNER BRANDS INC	CL A	12M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
DIAMONDBACK ENERGY INC	COM	13M	67K	ARISTOTLE INVESTMENT SERVICES, LLC
DYCOM INDS INC	COM	64M	382K	ARISTOTLE INVESTMENT SERVICES, LLC
EHEALTH INC	COM	3M	712K	ARISTOTLE INVESTMENT SERVICES, LLC
ENCOMPASS HEALTH CORP	COM	11M	133K	ARISTOTLE INVESTMENT SERVICES, LLC
ENVIRI CORP	COM	21M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
EURONET WORLDWIDE INC	COM	39M	373K	ARISTOTLE INVESTMENT SERVICES, LLC
FLOWSERVE CORP	COM	4M	86K	ARISTOTLE INVESTMENT SERVICES, LLC
FLUSHING FINL CORP	COM	10M	754K	ARISTOTLE INVESTMENT SERVICES, LLC
FTI CONSULTING INC	COM	31M	143K	ARISTOTLE INVESTMENT SERVICES, LLC
GARTNER INC	COM	15M	34K	ARISTOTLE INVESTMENT SERVICES, LLC
GXO LOGISTICS INCORPORATED	COMMON STOCK	20M	396K	ARISTOTLE INVESTMENT SERVICES, LLC
HAEMONETICS CORP MASS	COM	25M	303K	ARISTOTLE INVESTMENT SERVICES, LLC
HANNON ARMSTRONG SUST INFR C	COM	41M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
HEALTHEQUITY INC	COM	47M	541K	ARISTOTLE INVESTMENT SERVICES, LLC
HEICO CORP NEW	CL A	8M	48K	ARISTOTLE INVESTMENT SERVICES, LLC
HERBALIFE LTD	COM SHS	12M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
HURON CONSULTING GROUP INC	COM	66M	675K	ARISTOTLE INVESTMENT SERVICES, LLC
IDEX CORP	COM	7M	34K	ARISTOTLE INVESTMENT SERVICES, LLC
INFINERA CORP	COM	18M	3M	ARISTOTLE INVESTMENT SERVICES, LLC
INSIGHT ENTERPRISES INC	COM	19M	97K	ARISTOTLE INVESTMENT SERVICES, LLC
INTERNATIONAL SEAWAYS INC	COM	17M	280K	ARISTOTLE INVESTMENT SERVICES, LLC
IPG PHOTONICS CORP	COM	4M	47K	ARISTOTLE INVESTMENT SERVICES, LLC
ISHARES TR	RUS MID CAP ETF	1M	18K	–
ISHARES TR	CORE S&P MCP ETF	3K	57	–
ISHARES TR	RUS 2000 VAL ETF	7M	45K	ARISTOTLE INVESTMENT SERVICES, LLC
ISHARES TR	RUSSELL 2000 ETF	9M	45K	ARISTOTLE INVESTMENT SERVICES, LLC
ISHARES TR	CORE S&P SCP ETF	6M	60K	ARISTOTLE INVESTMENT SERVICES, LLC
ITRON INC	COM	66M	668K	ARISTOTLE INVESTMENT SERVICES, LLC
J & J SNACK FOODS CORP	COM	27M	168K	ARISTOTLE INVESTMENT SERVICES, LLC
JACOBS SOLUTIONS INC	COM	8M	59K	ARISTOTLE INVESTMENT SERVICES, LLC
JBG SMITH PPTYS	COM	11M	720K	ARISTOTLE INVESTMENT SERVICES, LLC
KB HOME	COM	37M	523K	ARISTOTLE INVESTMENT SERVICES, LLC
KBR INC	COM	41M	638K	ARISTOTLE INVESTMENT SERVICES, LLC
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	7M	139K	ARISTOTLE INVESTMENT SERVICES, LLC
KNOWLES CORP	COM	40M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
LIQUIDITY SVCS INC	COM	16M	821K	ARISTOTLE INVESTMENT SERVICES, LLC
LITTELFUSE INC	COM	19M	75K	ARISTOTLE INVESTMENT SERVICES, LLC
LKQ CORP	COM	5M	119K	ARISTOTLE INVESTMENT SERVICES, LLC
MACOM TECH SOLUTIONS HLDGS I	COM	65M	587K	ARISTOTLE INVESTMENT SERVICES, LLC
MATTHEWS INTL CORP	CL A	23M	936K	ARISTOTLE INVESTMENT SERVICES, LLC
MERCURY SYS INC	COM	14M	525K	ARISTOTLE INVESTMENT SERVICES, LLC
MERIT MED SYS INC	COM	68M	795K	ARISTOTLE INVESTMENT SERVICES, LLC
MODIVCARE INC	COM	12M	476K	ARISTOTLE INVESTMENT SERVICES, LLC
MONRO INC	COM	16M	684K	ARISTOTLE INVESTMENT SERVICES, LLC
NASDAQ INC	COM	8M	134K	ARISTOTLE INVESTMENT SERVICES, LLC
NATIONAL BK HLDGS CORP	CL A	45M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
NCR VOYIX CORPORATION	COM	3M	272K	ARISTOTLE INVESTMENT SERVICES, LLC
NORTHERN OIL & GAS INC	COM	17M	451K	ARISTOTLE INVESTMENT SERVICES, LLC
NORTHWESTERN ENERGY GROUP IN	COM NEW	4M	85K	ARISTOTLE INVESTMENT SERVICES, LLC
NOVANTA INC	COM	28M	169K	ARISTOTLE INVESTMENT SERVICES, LLC
NU SKIN ENTERPRISES INC	CL A	8M	768K	ARISTOTLE INVESTMENT SERVICES, LLC
OCEANEERING INTL INC	COM	35M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
PACIFIC PREMIER BANCORP	COM	18M	787K	ARISTOTLE INVESTMENT SERVICES, LLC
PATTERSON-UTI ENERGY INC	COM	20M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
PEDIATRIX MEDICAL GROUP INC	COM	6M	741K	ARISTOTLE INVESTMENT SERVICES, LLC
PETIQ INC	COM CL A	27M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
POOL CORP	COM	5M	17K	ARISTOTLE INVESTMENT SERVICES, LLC
PRESTIGE CONSMR HEALTHCARE I	COM	45M	659K	ARISTOTLE INVESTMENT SERVICES, LLC
QUIDELORTHO CORP	COM	11M	338K	ARISTOTLE INVESTMENT SERVICES, LLC
RANGE RES CORP	COM	11M	331K	ARISTOTLE INVESTMENT SERVICES, LLC
RING ENERGY INC	COM	4M	2M	ARISTOTLE INVESTMENT SERVICES, LLC
ROGERS CORP	COM	11M	93K	ARISTOTLE INVESTMENT SERVICES, LLC
SAFEHOLD INC	COM	8M	406K	ARISTOTLE INVESTMENT SERVICES, LLC
SILGAN HLDGS INC	COM	27M	628K	ARISTOTLE INVESTMENT SERVICES, LLC
SLR INVESTMENT CORP	COM	23M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
SONOS INC	COM	22M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
STAG INDL INC	COM	34M	940K	ARISTOTLE INVESTMENT SERVICES, LLC
SUMMIT MATLS INC	CL A	38M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
SUPERNUS PHARMACEUTICALS INC	COM	32M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
TELEDYNE TECHNOLOGIES INC	COM	7M	18K	ARISTOTLE INVESTMENT SERVICES, LLC
TELEFLEX INCORPORATED	COM	5M	24K	ARISTOTLE INVESTMENT SERVICES, LLC
TEXAS CAP BANCSHARES INC	COM	28M	452K	ARISTOTLE INVESTMENT SERVICES, LLC
THE BALDWIN INSURANCE GRP IN	COM CL A	51M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
TITAN MACHY INC	COM	7M	443K	ARISTOTLE INVESTMENT SERVICES, LLC
TKO GROUP HOLDINGS INC	CL A	43M	394K	ARISTOTLE INVESTMENT SERVICES, LLC
TREEHOUSE FOODS INC	COM	25M	688K	ARISTOTLE INVESTMENT SERVICES, LLC
TRONOX HOLDINGS PLC	SHS	9M	552K	ARISTOTLE INVESTMENT SERVICES, LLC
UNITED CMNTY BKS BLAIRSVLE G	COM	20M	773K	ARISTOTLE INVESTMENT SERVICES, LLC
UNITIL CORP	COM	23M	441K	ARISTOTLE INVESTMENT SERVICES, LLC
VERITEX HLDGS INC	COM	17M	790K	ARISTOTLE INVESTMENT SERVICES, LLC
VIAD CORP	COM	26M	758K	ARISTOTLE INVESTMENT SERVICES, LLC
VOYA FINANCIAL INC	COM	34M	477K	ARISTOTLE INVESTMENT SERVICES, LLC
WABASH NATL CORP	COM	9M	395K	ARISTOTLE INVESTMENT SERVICES, LLC
WABTEC	COM	49M	311K	ARISTOTLE INVESTMENT SERVICES, LLC
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	27M	712K	ARISTOTLE INVESTMENT SERVICES, LLC
WOLVERINE WORLD WIDE INC	COM	17M	1M	ARISTOTLE INVESTMENT SERVICES, LLC
WSFS FINL CORP	COM	4M	82K	ARISTOTLE INVESTMENT SERVICES, LLC