Firm profile

Aristotle Atlantic Partners, LLC

SARASOTA, FLCRD 285721Registration Status: ApprovedEffective since October 26, 2016SEC # 801-108579Latest 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, 3 offices, and 362 accounts.

Assets Under Management
$2.2B
Employees
7
Offices
3 offices
Total Clients
359

Associated firm names

2 names listed
  • ARISTOTLE
  • ARISTOTLE ATLANTIC PARTNERS, LLC

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

Offices & Contact

Primary office

SARASOTA, Florida, United States

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Primary office regionOther reported regions

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

Florida

SARASOTAPrimary office

California

LOS ANGELES · NEWPORT BEACH

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$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.

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

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%)

Private Funds

Private funds reported by Aristotle Atlantic Partners, LLC

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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%)

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%
ARISTOTLE CAPITAL MANAGEMENT, LLCDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
50% to < 75%
OWEN BERNARD FITZPATRICKDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
10% to < 25%
WALTER ROSS HOLMANDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
5% to < 10%
THOMAS MICHAEL HYNESDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
5% to < 10%
BRENDAN MICHAEL ONEILLDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
5% to < 10%
MICHELLE MONSALUD GOSOMDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
RICHARD HARLAN SCHWEITZERDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
NANCY JEDDELOH SCARLETTDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
NICHOLAS JAMES DAFTDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
RICHARD SCOTT HOLLANDERDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
SONA SAPNA CHANDWANIDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
KIM MARIE ST HILAIREDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
JOHN ALBERT QUANDirect owner · Schedule AInterest in ARISTOTLE ATLANTIC PARTNERS, LLC
< 5%
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%+
METWEST VENTURES, LLCIndirect owner · Schedule BInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
25% to < 50%
GLEICHER TRUSTIndirect owner · Schedule BInterest in ARISTOTLE CAPITAL MANAGEMENT, LLC
25% to < 50%

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 Atlantic Partners, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

20 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1MICHELLE MONSALUD GOSOMOWNER, CHIEF COMPLIANCE OFFICERIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, CHIEF COMPLIANCE OFFICER10/2016Schedule APDF page 41
2ARISTOTLE CAPITAL MANAGEMENT, LLCOWNERDomestic entityARISTOTLE ATLANTIC PARTNERS, LLC50% to less than 75%Code DYesOWNER10/2016Schedule APDF page 41
3RICHARD HARLAN SCHWEITZEROWNER, SENIOR PARTNERIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, SENIOR PARTNER10/2016Schedule APDF page 41
4NANCY JEDDELOH SCARLETTOWNER, MANAGING DIRECTOR, CHIEF OF STAFFIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, CHIEF OF STAFF02/2018Schedule APDF page 41
5WALTER ROSS HOLMANOWNER, DIRECTOR, SENIOR RESEARCH ANALYSTIndividualARISTOTLE ATLANTIC PARTNERS, LLC5% to less than 10%Code AYesOWNER, DIRECTOR, SENIOR RESEARCH ANALYST11/2016Schedule APDF page 42
6OWEN BERNARD FITZPATRICKOWNER, MANAGING DIRECTOR, LEAD PORTFOLIO MANAGERIndividualARISTOTLE ATLANTIC PARTNERS, LLC10% to less than 25%Code BYesOWNER, MANAGING DIRECTOR, LEAD PORTFOLIO MANAGER12/2016Schedule APDF page 42
7THOMAS MICHAEL HYNESOWNER, MANAGING DIRECTOR, PORTFOLIO MANAGERIndividualARISTOTLE ATLANTIC PARTNERS, LLC5% to less than 10%Code AYesOWNER, MANAGING DIRECTOR, PORTFOLIO MANAGER12/2016Schedule APDF page 42
8BRENDAN MICHAEL ONEILLOWNER, DIRECTOR, PORTFOLIO MANAGERIndividualARISTOTLE ATLANTIC PARTNERS, LLC5% to less than 10%Code AYesOWNER, DIRECTOR, PORTFOLIO MANAGER12/2016Schedule APDF page 42
9NICHOLAS JAMES DAFTOWNER, DIRECTOR, SENIOR RESEARCH ANALYSTIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, DIRECTOR, SENIOR RESEARCH ANALYST12/2016Schedule APDF page 42
10RICHARD SCOTT HOLLANDEROWNER, CHAIRMAN OF THE BOARDIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, CHAIRMAN OF THE BOARD12/2016Schedule APDF page 42
11SONA SAPNA CHANDWANIOWNER, CHIEF ADMINISTRATIVE OFFICERIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, CHIEF ADMINISTRATIVE OFFICER01/2019Schedule APDF page 42
12KIM MARIE ST HILAIREOWNER, MANAGING DIRECTOR, OPERATIONS & TRADINGIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, OPERATIONS & TRADING05/2021Schedule APDF page 42
13JOHN ALBERT QUANOWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICERIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesOWNER, MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER10/2021Schedule APDF page 42
14KATHRYN KUHLDIRECTOR, HUMAN RESOURCESIndividualARISTOTLE ATLANTIC PARTNERS, LLCLess than 5%Code NAYesDIRECTOR, HUMAN RESOURCES08/2025Schedule APDF page 42
15METWEST VENTURES, LLCOWNER/MEMBERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC25% to less than 50%Code CYesOWNER/MEMBER07/2011Schedule BPDF page 42
16JACQUELINE 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 42
17RICHARD 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 43
18RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF THE HOLLANDER FAMILY TRUST DATED 12/28/88, AS AMENDED AND RESTATED ON 5/7/21OWNERDomestic entityMETWEST VENTURES, LLC75% or moreCode EYesOWNER10/2009Schedule BPDF page 43
19HOWARD ROY GLEICHERTRUSTEEIndividualGLEICHER TRUSTPercentage not specifiedCode FYesTRUSTEE07/2011Schedule BPDF page 43
20GLEICHER TRUSTOWNER/MEMBERDomestic entityARISTOTLE CAPITAL MANAGEMENT, LLC25% to less than 50%Code CYesOWNER/MEMBER07/2007Schedule BPDF page 43

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 3/27/2026 9:08:24 AM

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.