Aristotle Capital Management, LLC

Aristotle Capital Management, LLC (CRD# 109876) is a financial advisory firm headquartered in Los Angeles, CA. They manage $43,668,924,063 in 5,998 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    43,669
    MILLION
  • Total Number of Accounts
    5,998
    ACCOUNTS
  • Average Account Value
    $7,280,581
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY

Financial Advisors at Aristotle Capital Management, LLC
Showing 1 - 10 of 26 top financial advisors.
1
William J. Averill
CRD#: 4956291
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

William Averill (CRD# 4956291) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

2
Raymond J. Bertrand
CRD#: 2949869
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

Raymond Bertrand (CRD# 2949869) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

3
Steven Borowski
CRD#: 1233785
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

Steven Borowski (CRD# 1233785) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

4
Anthony Cafarchia
CRD#: 5917972
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

Anthony Cafarchia (CRD# 5917972) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

5
Michael B. Carroll
CRD#: 3043511
Rye, NY

Michael Carroll (CRD# 3043511) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Rye, NY and has over 25 years of experience in the finance industry.

6
William Ellison
CRD#: 6653362
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

William Ellison (CRD# 6653362) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

7
Howard R. Gleicher
CRD#: 2123433
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

Howard Gleicher (CRD# 2123433) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 33 years of experience in the finance industry.

8
Keri S. Hepburn
CRD#: 1827256
125 Summer Street, Suite 1220, Boston, MA 02110

Keri Hepburn (CRD# 1827256) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Boston, MA and has over 29 years of experience in the finance industry.

9
James P. Huennekens
CRD#: 2654488
Naperville, IL

James Huennekens (CRD# 2654488) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Naperville, IL and has over 25 years of experience in the finance industry.

10
Alberto Jimenez Crespo
CRD#: 4323529
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025

Alberto Jimenez Crespo (CRD# 4323529) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

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