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Aristotle Capital Boston, LLC

● SEC registered since 2014CRD 173198SEC# 801-80368Boston, MA
Export (members)
Reg. AUM
$1.83B
Employees
9
Accounts
95
Location
Boston, MA

Aristotle Capital Boston, LLC assets under management

Aristotle Capital Boston, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2014. It reports $1.8 billion in regulatory assets under management and employs 9 people.
x.com/aristotlecapView on SEC.gov ↗

Aristotle Capital Boston, LLC owners & executives

17 reported
NameTitleOwnershipSince
Aristotle Capital Management, LLC ControlOwner50-75%2014
David Michael Adams ControlOwner, Chief Executive Officer, Portfolio Manager10-25%2015
Jeffrey Scott Smith ControlOwner, Senior Research Analyst5-10%2015
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Frequently asked questions

How much does Aristotle Capital Boston, LLC manage?

Aristotle Capital Boston, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Aristotle Capital Boston, LLC have?

Aristotle Capital Boston, LLC reports 9 employees.

Where is Aristotle Capital Boston, LLC located?

Aristotle Capital Boston, LLC is based in Boston, MA and has been SEC-registered since 2014.

Does Aristotle Capital Boston, LLC disclose fund performance?

Aristotle Capital Boston, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Federal Street, 36th Floor, Boston, MA 02110
Phone617-274-3700
Fax310-478-8496
Office hours8:00 a.m. - 5:00 p.m. Est
SEC regionBoston Regional Office (BRO)
CIK1633911
Discloses disciplinary historyNo

Regulatory AUM

$1.83B▼ 33%
Mar '25 — $2.72BApr '25 — $2.72BMay '25 — $2.72BJun '25 — $2.72BJul '25 — $2.72BAug '25 — $2.72BSep '25 — $2.72BOct '25 — $2.72BNov '25 — $2.72BDec '25 — $2.72BJan '26 — $2.72BFeb '26 — $2.72BMar '26 — $1.83BApr '26 — $1.83BMay '26 — $1.83BJun '26 — $1.83B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.83Bregulatory AUM
Discretionary $1.83B