Firm profile

ARISTOTLE ATLANTIC PARTNERS, LLC

SARASOTA, FLCRD 285721Latest ADV March 27, 2026

Aristotle Atlantic Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 27, 2026, reports $2.2B in regulatory assets under management, 7 employees, 2 offices, and 362 accounts.

Assets Under Management
$2.2B
Employees
7
Offices
2 offices
Total Clients
359
Primary office
SARASOTA, FL
50 CENTRAL AVENUE, SUITE 750, SARASOTA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichelle M. Gosom

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

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 93.3% of total clients.
Top client categories% of clientsClients
1
Individuals
93.3%
335
2
Corporations
3.9%
14
3
Charitable
1.4%
5
4
Investment Cos.
0.8%
3
5
Pooled Investment Vehicles
0.6%
2
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.2Bas of March 27, 2026
Discretionary80.3%
$1.8B
80% of total RAUM80.3%
Non-discretionary19.7%
$438M
20% of total RAUM19.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$2.2B
Total Accounts362
10Y AUM Change+$2.0B (+810.7%)

Employee Growth by Quarter

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

Total Employees7
Clients per Employee51:1
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.