Aristotle History

Our History

Aristotle Capital Management, LLC was formed in October 2010, but its history goes back to 1997 at a predecessor firm that Aristotle Capital’s Board of Managers co-founded together. The investment process designed at the time is one Aristotle Capital continues to employ more than two decades later.

Since inception in 2010, our philosophy and process have remained consistent while we have continued to add multiple generations of talent to our 18-person investment team. Our team is a diverse group of individuals from different backgrounds, countries, ethnicities and ages with a variety of professional and personal experiences.

In January 2014, affiliate Aristotle Credit Partners, LLC was founded as a separate investment advisor to manage credit investment strategies for institutional and high net worth investors. Aristotle Credit integrates a team with extensive experience that specializes in managing fully integrated ESG corporate credit strategies including high yield and investment grade corporate bond strategies and the ability to manage custom Socially responsible investing (SRI) strategies.

In October 2014, Aristotle Capital Boston, LLC was created as a separate investment advisor to manage Small Cap and Small/Mid (SMID) Cap equity strategies.

The Aristotle Boston team came from Eagle Boston Investment Management and includes seven investment professionals. The team is based in Boston, Massachusetts and worked together for many years utilizing the same philosophy and process in the management of Small and SMID cap strategies.

In December 2016, Aristotle Capital announced the formation of affiliate Aristotle Atlantic Partners, LLC, a Sarasota-based registered investment advisor managing Large Cap Growth, Core Equity and Focus Growth strategies identifying companies that we believe are poised to benefit from secular themes, product cycles or industry trends. The Aristotle Atlantic team was formerly at Deutsche Asset Management and consists of five investment professionals.

In January 2023, Aristotle Capital established Aristotle Investment Services, LLC, an independent registered investment advisor. Aristotle Investment Services serves as an advisor and administrator to the Aristotle Funds under Aristotle Funds Series Trust.

In April 2023, Aristotle Capital acquired affiliate Aristotle Pacific Capital, LLC, a Newport Beach, California-based registered investment advisor that manages liquid credit strategies across floating-rate loans, CLOs, multi-sector, high-yield, investment-grade, and short-duration bonds.

All affiliates operate collectively under a unified platform known as Aristotle. Each affiliate is an independent investment advisor.

Assets under management below are as of September 30, 2024. The term “Aristotle” is used to represent the family of affiliates which is comprised of Aristotle Capital Management, LLC (Aristotle Capital), Aristotle Capital Boston, LLC (Aristotle Boston), Aristotle Credit Partners, LLC (Aristotle Credit) Aristotle Atlantic Partners, LLC (Aristotle Atlantic), Aristotle Pacific Capital, LLC (Aristotle Pacific), and Aristotle Investment Services, LLC (Aristotle Investment Services); which collectively operate under a unified platform known as Aristotle. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each Aristotle affiliate, including investment strategies, fees and objectives, can be found in each Advisor’s Form ADV Part 2, which is available upon request.

2010
$56.57Bin assets under management
Aristotle Capital Management, LLC specializes in managing global, international and U.S. equity portfolios for institutional and high net worth clients. The firm applies a bottom-up, fundamental process that is focused on finding companies with what we believe to be unique attributes that are both sustainable and difficult to reproduce and purchasing them when we have a well-founded differentiated view.
2014
$0.47Bin assets under management
Aristotle Credit Partners, LLC specializes in managing fully integrated ESG corporate credit strategies including: High Yield Bond, Short Duration High Yield, Investment Grade Corporate Bond and Strategic Credit strategies. In addition to their ESG integrated strategies, the firm has the experience and ability to manage custom SRI strategies (i.e., faith-based, carbon fuel free and custom ESG) for institutional and advisory clients.
2014
$3.07Bin assets under management
Aristotle Capital Boston, LLC specializes in managing Small Cap Equity and Small/Mid Cap Equity strategies. The firm conducts bottom-up fundamental analysis to identify businesses that can create shareholder value, focusing on companies the team believes are underfollowed, misunderstood, and/or out of favor, with a high probability of fundamental improvement.
2016
$2.85Bin assets under management
Aristotle Atlantic Partners, LLC specializes in managing large cap core, large cap growth and focus growth equity investments. The firm’s investment process combines top-down and bottom-up analysis seeking to identify segments of the equity market that can produce outsized growth and returns.
2023
$29.38Bin assets under management
Aristotle Pacific Capital, LLC specializes in managing liquid credit strategies focusing on bank loans, investment grade bonds, high yield bonds, and structured credit. The firm applies a fundamental bottom-up analysis, complimented with a top-down overlay enabling investors to achieve targeted exposures to the credit asset classes that will help optimize their investment portfolios.

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A Successful Track Record of
Asset Growth Since 2010

We manage $93 billion in combined assets under management for clients from 18 different countries1.
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90%
North America South America Caribbean
USA
Canada
9%
Africa Middle East Europe
UK
France
Spain
Denmark
Germany
Netherlands
Italy
1%
Asia Pacific
North America South America Caribbean
USA
Canada
Africa Middle East Europe
UK
France
Spain
Denmark
Germany
Netherlands
Italy
Asia Pacific
1Preliminary. As of September 30, 2024, assets under management for each Aristotle affiliate were: Aristotle Capital Management, LLC $56.57 billion; Aristotle Credit Partners, LLC $0.47 billion; Aristotle Capital Boston, LLC $3.07 billion; Aristotle Atlantic Partners, LLC $2.85 billion; Aristotle Pacific Capital, LLC $29.38 billion and Aristotle Investment Services, LLC $0.76 billion. Total may not add up due to rounding. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.

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