Firm profile

Aristotle Capital Management, LLC

LOS ANGELES, CACRD 109876Registration Status: ApprovedEffective since February 8, 2001SEC # 801-60014Latest ADV April 30, 2026

Aristotle Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 30, 2026, reports $43.5B in regulatory assets under management, 170 employees, 3 offices, and 5,169 accounts.

Assets Under Management
$43.5B
Employees
170
Offices
3 offices
Total Clients
5,167

Associated firm names

4 names listed
  • ARISTOTLE
  • REED CONNER & BIRDWELL LLC
  • REED CONNER & BIRDWELL
  • ARISTOTLE CAPITAL MANAGEMENT, LLC

Leadership

6 roles identified
CEOHoward R. Gleicher
CCOMichelle M. Gosom
CFORichard H. Schweitzer

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

LOS ANGELES, California, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

LOS ANGELESPrimary office · NEWPORT BEACH

Massachusetts

BOSTON

3 office records listed · 3 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$43.5Bas of April 30, 2026
Discretionary100.0%
$43.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
4,452
2
Corporations
8.1%
420
3
Charitable
3.1%
158
4
Pension Plans
1.1%
59
5
Government
0.7%
38
Categories with <5 clients
Insurance companies<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$43.5B
Total Accounts5,169
10Y AUM Change+$31.4B (+257.4%)

Private Funds

Private funds reported by Aristotle Capital Management, LLC

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees170
Clients per Employee30:1
10Y Employee Change+91 (+115.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
RCB ACQUISITION COMPANY, LLCDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
10% to < 25%
GLEICHER HOLDINGS, LLCDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
10% to < 25%
PACIFIC LIFE INSURANCE COMPANYDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
10% to < 25%
SCHWEITZER 2005 TRUSTDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
5% to < 10%
BOROWSKI FAMILY TRUSTDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
5% to < 10%
RICHARD HARLAN SCHWEITZERDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
HOWARD ROY GLEICHERDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
RICHARD SCOTT HOLLANDERDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
MICHELLE MONSALUD GOSOMDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
NANCY JEDDELOH SCARLETTDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
MARIA CATALINA LLINAS NEGRETDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
LISENBEE FAMILY TRUSTDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
SONA SAPNA CHANDWANIDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
JOHN ALBERT QUANDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
KIM MARIE ST HILAIREDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
VICTOR HAWLEYDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
WILLIAM J. AVERILLDirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
GREGORY DARIO PADILLADirect owner · Schedule AInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
< 5%
METWEST VENTURES, LLCIndirect owner · Schedule BInterest in RCB ACQUISITION COMPANY, LLC
75%+
HOWARD ROY GLEICHERIndirect owner · Schedule BInterest in GLEICHER HOLDINGS, LLC
75%+
RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88, AS AMENDED AND RESTATED ON 5/7/21Indirect owner · Schedule BInterest in METWEST VENTURES, LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Aristotle Capital Management, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-04-30 · Schedules A and B

28 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1RICHARD HARLAN SCHWEITZEROWNER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER07/2011Schedule APDF page 47
2RCB ACQUISITION COMPANY, LLCOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC10% to less than 25%Code BYesOWNER07/2011Schedule APDF page 47
3HOWARD ROY GLEICHEROWNER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER07/2011Schedule APDF page 47
4RICHARD SCOTT HOLLANDEROWNER, CHAIRMAN OF THE BOARDIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, CHAIRMAN OF THE BOARD09/2012Schedule APDF page 47
5MICHELLE MONSALUD GOSOMOWNER, CHIEF COMPLIANCE OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, CHIEF COMPLIANCE OFFICER08/2014Schedule APDF page 47
6GLEICHER HOLDINGS, LLCOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC10% to less than 25%Code BNoOWNER12/2012Schedule APDF page 47
7NANCY JEDDELOH SCARLETTOWNER, MANAGING DIRECTOR, CHIEF OF STAFFIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, CHIEF OF STAFF02/2018Schedule APDF page 47
8MARIA CATALINA LLINAS NEGRETOWNER, CO-CHIEF INVESTMENT OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, CO-CHIEF INVESTMENT OFFICER03/2019Schedule APDF page 47
9LISENBEE FAMILY TRUSTOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NANoOWNER06/2013Schedule APDF page 47
10SCHWEITZER 2005 TRUSTOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC5% to less than 10%Code ANoOWNER07/2011Schedule APDF page 47
11PACIFIC LIFE INSURANCE COMPANYOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC10% to less than 25%Code BNoOWNER04/2023Schedule APDF page 47
12SONA SAPNA CHANDWANIOWNER, CHIEF ADMINISTRATIVE OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, CHIEF ADMINISTRATIVE OFFICER01/2019Schedule APDF page 47
13JOHN ALBERT QUANOWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER10/2021Schedule APDF page 47
14KIM MARIE ST HILAIREOWNER, MANAGING DIRECTOR, OPERATIONS & TRADINGIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, OPERATIONS & TRADING05/2021Schedule APDF page 47
15VICTOR HAWLEYOWNER, DIRECTOR OF RESEARCHIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, DIRECTOR OF RESEARCH02/2018Schedule APDF page 47
16BOROWSKI FAMILY TRUSTOWNERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC5% to less than 10%Code ANoOWNER06/2024Schedule APDF page 47
17WILLIAM J. AVERILLOWNER, HEAD OF DISTRIBUTION, MANAGING PARTNERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, HEAD OF DISTRIBUTION, MANAGING PARTNER11/2024Schedule APDF page 47
18GREGORY DARIO PADILLAOWNER, PORTFOLIO MANAGER, MANAGING PARTNERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesOWNER, PORTFOLIO MANAGER, MANAGING PARTNER11/2024Schedule APDF page 47
19KATHRYN KUHLDIRECTOR, HUMAN RESOURCESIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesDIRECTOR, HUMAN RESOURCES08/2025Schedule APDF page 47
20AYLON BEN-SHLOMOMANAGING DIRECTOR, CLIENT PORTFOLIO MANAGERIndividualARISTOTLE CAPITAL MANAGEMENT, LLCLess than 5%Code NAYesMANAGING DIRECTOR, CLIENT PORTFOLIO MANAGER11/2025Schedule APDF page 47
21METWEST VENTURES, LLCOWNER/MEMBERDomestic entityRCB ACQUISITION COMPANY, LLC75% or moreCode EYesOWNER/MEMBER07/2011Schedule BPDF page 48
22HOWARD ROY GLEICHEROWNER/MEMBERIndividualGLEICHER HOLDINGS, LLC75% or moreCode EYesOWNER/MEMBER07/2011Schedule BPDF page 48
23RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88, AS AMENDED AND RESTATED ON 5/7/21OWNER/MEMBERDomestic entityMETWEST VENTURES, LLC75% or moreCode EYesOWNER/MEMBER10/2009Schedule BPDF page 48
24JACQUELINE HOLLANDERCO-TRUSTEEIndividualRICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88, AS AMENDED AND RESTATED ON 5/7/21Percentage not specifiedCode FYesCO-TRUSTEE10/2009Schedule BPDF page 48
25RICHARD HARLAN SCHWEITZERCO-TRUSTEEIndividualSCHWEITZER 2005 TRUSTPercentage not specifiedCode FYesCO-TRUSTEE07/2011Schedule BPDF page 48
26JULIE LYNNE SCHWEITZERCO-TRUSTEEIndividualSCHWEITZER 2005 TRUSTPercentage not specifiedCode FYesCO-TRUSTEE07/2011Schedule BPDF page 48
27RICHARD SCOTT HOLLANDERCO-TRUSTEEIndividualRICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88, AS AMENDED AND RESTATED ON 5/7/21Percentage not specifiedCode FYesCO-TRUSTEE10/2009Schedule BPDF page 48
28LINDA BOROWSKITRUSTEEIndividualBOROWSKI FAMILY TRUSTPercentage not specifiedCode FNoTRUSTEE06/2024Schedule BPDF page 48

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/30/2026 4:28:42 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.