Investment adviser · CRD 109876

ARISTOTLE CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Apr 30, 2026

Regulatory AUM
$43.5B
Form ADV · Item 5.F
Client accounts
5,169
Accounts, not individual clients
Employees
170
Reported in this filing
Advisory professionals
18
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies11$18,557,774,50042.6%
Pooled investment vehicles17$8,871,886,27420.4%
Individuals4,452$6,303,961,61414.5%
Retirement plans59$3,455,266,9197.9%
Government entities38$2,821,505,9056.5%
Corporations & businesses420$2,254,440,0475.2%
Charities158$1,172,621,6012.7%
Sovereign wealth & foreign institutions12$102,102,8980.2%
Insurance companiesFewer than 5$3,761,8920.0%
Filing source

Form ADV 2102059 · Apr 30, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAUL FUND, LPHedge Fund · Last reported Apr 30, 2026$4.67MGross asset value

Form D fundraising filings

Saul Fund, LP

Auditor EISNERAMPER, LLP SAN FRANCISCO, California, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

EISNERAMPER, LLP
PCAOB 274

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-1005812052
Reported beneficial owners
5
Minimum commitment
$1M
Form D file number
021-157842

Form ADV 2102059 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

11100 SANTA MONICA BLVD, SUITE 1700
LOS ANGELES, CA, 90025-0449, United States

CRD 109876

Filing source

Form ADV 2102059 · Apr 30, 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.