Investment adviser · CRD 173198
ARISTOTLE CAPITAL BOSTON, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $1.83B Form ADV · Item 5.F
- Client accounts
- 95 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Pooled investment vehicles | 4 | $760,603,335 | 41.5% |
| Retirement plans | 11 | $614,449,481 | 33.6% |
| Government entities | Fewer than 5 | $217,607,531 | 11.9% |
| Investment companies | 2 | $157,524,343 | 8.6% |
| Charities | 6 | $38,820,393 | 2.1% |
| Individuals | 63 | $27,562,914 | 1.5% |
| Corporations & businesses | 8 | $14,682,590 | 0.8% |
Filing source
Form ADV 2066021 · Mar 20, 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 20, 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
ONE FEDERAL STREET, 36TH FLOORBOSTON, MA, 02110, United States
CRD 173198
Filing source
Form ADV 2066021 · Mar 20, 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.