Aristotle Investment Services, LLC
● SEC registered since 2023CRD 324207SEC# 801-127110Newport Beach, CA
Reg. AUM
$16.5B
Employees
27
Accounts
21
Location
Newport Beach, CA
Aristotle Investment Services, LLC assets under management
Aristotle Investment Services, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2023. It reports $16.5 billion in regulatory assets under management and employs 27 people.
Aristotle Investment Services, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aristotle Capital Management, LLC Control | Owner/Member | Over 75% | 2022 |
| Carol Elaine Rumsey Control | Chief Compliance Officer | Under 5% | 2023 |
| Dominic Dao Nolan Control | Chief Executive Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Aristotle Investment Services, LLC manage?
Aristotle Investment Services, LLC reports $16.5 billion in regulatory assets under management on its Form ADV.
How many employees does Aristotle Investment Services, LLC have?
Aristotle Investment Services, LLC reports 27 employees.
Where is Aristotle Investment Services, LLC located?
Aristotle Investment Services, LLC is based in Newport Beach, CA and has been SEC-registered since 2023.
Does Aristotle Investment Services, LLC disclose fund performance?
Aristotle Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 840 Newport Center Drive, 7th Floor, Newport Beach, CA 92660 |
| Phone | (949) 681-2100 |
| Fax | (310) 478-8496 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1986209 |
| Discloses disciplinary history | No |
Regulatory AUM
$16.5B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$16.5Bregulatory AUM
Discretionary $16.5B