Firm profile

ARISTOTLE PACIFIC CAPITAL, LLC

NEWPORT BEACH, CACRD 298050Latest ADV March 31, 2026

Aristotle Pacific Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $26.8B in regulatory assets under management, 46 employees, and 44 accounts.

Assets Under Management
$26.8B
Employees
46
Offices
--
Total Clients
15
Primary office
NEWPORT BEACH, CA
840 NEWPORT CENTER DRIVE, 7TH FLOOR, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODominic D. Nolan
CCOCarol E. Rumsey
CFOJoshua B. Schwab

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
10
2
Investment Cos.
33.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$26.8Bas of March 31, 2026
Discretionary100.0%
$26.8B
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$26.8B
Total Accounts44
10Y AUM Change+$26.8B

Employee Growth by Quarter

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

Total Employees46
Clients per Employee0:1
10Y Employee Change+12 (+35.3%)

* 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.