Investment adviser · CRD 285721
ARISTOTLE ATLANTIC PARTNERS, LLC
Investment adviser filing (IA)
SARASOTA, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $2.22B Form ADV · Item 5.F
- Client accounts
- 362 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 3 | $881,206,461 | 39.7% |
| Pooled investment vehicles | 2 | $606,650,896 | 27.3% |
| Individuals | 335 | $418,802,605 | 18.8% |
| Charities | 5 | $284,122,868 | 12.8% |
| Corporations & businesses | 14 | $29,705,405 | 1.3% |
| Retirement plans | Fewer than 5 | $1,648,767 | 0.1% |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2067414 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
50 CENTRAL AVENUE, SUITE 750SARASOTA, FL, 34236, United States
CRD 285721
Filing source
Form ADV 2067414 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.