Aristotle Credit Partners, LLC
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Overview
Aristotle Credit Partners, LLC operates as an advisory firm that has its headquarters in Newport Beach, California. The company oversees $677.5 million in total assets over 334 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). Aristotle Credit Partners, LLC has a small team, including 6 financial advisors. Aristotle Credit Partners, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Aristotle Credit Partners, LLC manages all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments without requiring the client's consent. Aristotle Credit Partners, LLC's typical account size is $2.0 million. The typical advisor at Aristotle Credit Partners, LLC administers about 56 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is at 840 Newport Center Drive, Newport Beach, California 92660. It is registered to serve investors across 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aristotle Credit Partners, LLC by the Numbers
$677.5 million
7
334
$2.0 million
Fee Structure
Fees for financial management vary depending on the type of services offered. However, fees billed by Aristotle Credit Partners, LLC typically consist of the following fee structure: asset-based. The company participates in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different clients. The firm provides services to retail investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, insurance companies and corporations. Out of its 334 accounts, Aristotle Credit Partners, LLC's biggest client type is retail investors. Just 8% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 62.28%
- Corporations - 33.53%
- Charitable Organizations - 4.19%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aristotle Credit Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aristotle Credit Partners, LLC
Newport Beach, CA
Newport Beach, CA
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