Aristotle Capital Boston, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 20, 2026, reports $1.8B in regulatory assets under management, 9 employees, 2 offices, and 95 accounts.
Assets Under Management
$1.8B
Employees
9
Offices
2 offices
Total Clients
94
Primary office
BOSTON, MA
ONE FEDERAL STREET, 36TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.0% of total clients.
Top client categories% of clientsClients
1
Individuals
67.0%
63
2
Pension Plans
11.7%
11
3
Corporations
8.5%
8
4
Charitable
6.4%
6
5
Pooled Investment Vehicles
4.3%
4
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 20, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts95
10Y AUM Change+$110M (+6.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* 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.