Nicholas
Daft

Aristotle Atlantic Partners, LLC

CRD#2913032
Investment Advisor
in Miami Beach, FL

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About this Advisor

Nicholas Daft is a financial advisor based in Miami Beach, Florida, working with Aristotle Atlantic Partners, LLC. Nicholas has previously held positions at Deutsche Asset Management and Aristotle Atlantic Partners, LLC. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nicholas is part of Aristotle Atlantic Partners, LLC, which operates out of Miami Beach, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $2.9 billion 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 investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aristotle Atlantic Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

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

Office Location

Miami Beach, FL

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Aristotle Atlantic Partners, LLC Brokerage Details

Total Assets Under Management

$2,883,460,088

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

308

FL Average: 2,474
Average Account Size

$9,361,883

FL Average: $750,025

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

Nicholas Daft Work History

2022 - Present (2 years)

Aristotle Atlantic Partners, LLC

2016 - 2022 (6 years)

Aristotle Atlantic Partners, LLC

2007 - 2016 (9 years)

Deutsche Asset Management

Disclosures

Please visit the SEC profile of Nicholas Daft 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 Atlantic Partners, LLC

Nicholas Daft
Miami Beach, FL
Thomas Hynes
Sarasota, FL
Owen Fitzpatrick
Sarasota, FL
Walter Holman
Sarasota, FL
Brendan O'Neill
Sarasota, FL

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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