Terence
Reidt

Aristotle Credit Partners, LLC

CRD#5882935
Investment Advisor
in Newport Beach, CA

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About this Advisor

Terence Reidt is a financial advisor based in Newport Beach, California, working with Aristotle Credit Partners, LLC. Terence has previously held positions at West Gate Horizons Advisors, LLC and Aristotle Credit Partners, LLC. Terence is registered to provide services in California. Currently, Terence is part of Aristotle Credit Partners, LLC, which operates out of Newport Beach, California. The firm has one office and four employees. The firm manages assets totaling $947.3 million and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aristotle Credit Partners, LLC includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

840 Newport Center Drive Suite 600
Newport Beach, CA 92660

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Aristotle Credit Partners, LLC Brokerage Details

Total Assets Under Management

$947,269,185

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

4

CA Average: 43
Total Number of Accounts

358

CA Average: 3,727
Average Account Size

$2,646,003

CA Average: $2,033,427

Investment Advisory Services

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

Terence Reidt Work History

2014 - Present (10 years)

Aristotle Credit Partners, LLC

2014 - 2015 (1 year)

West Gate Horizons Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Terence Reidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aristotle Credit Partners, LLC

Douglas Lopez
Newport Beach, CA
Terence Reidt
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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