Aristotle Credit Partners, LLC is a large advisory firm based in Newport Beach. It manages $453.26 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, New York, Pennsylvania, and Texas.
Aristotle Credit Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aristotle Credit Partners, LLC is $453.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 90482% since the beginning of its operation, and $22.05 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Aristotle Credit Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Howard Roy Gleicher is pension and profit sharing plans with 19 clients and $335.53 million of assets under management. Among the 9 most similar advisory firms, Aristotle Credit Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $453.26 million for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 13% of the firm’s clients are foreign persons or businesses.
Aristotle Credit Partners doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Howard Roy Gleicher has been acting as President since 1 Dec 2013. Michelle Monsalud Gosom joined the executive team most recently as the Director.
The principal office where Aristotle Credit Partners, LLC performs its advisory services is located at 840 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-681-2100 or by fax 949-681-2199. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at aristotlecap.com/credit/.