ARISTOTLE CAPITAL BOSTON, LLC

CRD 173198 · SEC 801-80368

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ONE FEDERAL STREET, 36TH FLOOR, BOSTON, MA, 02110, United States

Phone

617-274-3700

Fax

310-478-8496

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.83B

Discretionary AUM

$1.83B

Team

9 total employees; 8 advisory reps; 5 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	63	$27.6M
Investment companies	2	$157.5M
Pooled investment vehicles	4	$760.6M
Pension/profit sharing plans	11	$614.4M
Charitable organizations	6	$38.8M
Corporations/business entities	8	$14.7M

States served

CA, IL, MA, NE, NJ, NY, OH, PA, TX, NH, FL

All web addresses on file

HTTPS://X.COM/ARISTOTLECAP
HTTPS://WWW.INSTAGRAM.COM/ARISTOTLECAPITAL/
HTTPS://WWW.LINKEDIN.COM/COMPANY/ARISTOTLECAP/
https://www.youtube.com/user/aristotlecap
HTTPS://WWW.ARISTOTLECAP.COM/AFFILIATES/ARISTOTLE-CAPITAL-BOSTON/

Official SEC filing: View on IAPD