Patrick
Schussman

Aristotle Capital Management, LLC

CRD#2460321
Investment Advisor
in Los Angeles, CA
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About this Advisor

Patrick Schussman is an investment advisor who lives in Los Angeles, California. Currently an investment advisor at Aristotle Capital Management, LLC, Schussman has 18 years of experience as an investment advisor. Schussman maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Schussman is registered to work with clients in California. During their career, the advisor has held roles at Imst Distributors, LLC, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Aristotle Capital Management, LLC. Aristotle Capital Management, LLC is headquartered in Los Angeles, California. In aggregate, Aristotle Capital Management, LLC manages $14 billion in assets throughout 1,933 client accounts and employs more than 95 people. The amount of assets the firm manages makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 1,933 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Aristotle Capital Management, LLC provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

11100 Santa Monica Blvd Suite 1700
Los Angeles, CA 90025-0449

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Aristotle Capital Management, LLC Brokerage Details

Total Assets Under Management

$13,476,093,105

CA Average: $7,578,581,321
Total Number of Employees

100

CA Average: 43
Total Number of Accounts

2,069

CA Average: 3,727
Average Account Size

$6,513,336

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Patrick Schussman Work History

Patrick has 18 years of experience.

2014 - Present (5 years)

Imst Distributors, LLC

2014 - Present (5 years)

Aristotle Capital Management, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2000 - 2009 (9 years)

Citigroup Global Markets Inc

Disclosures

Patrick Schussman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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