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ARISTOTLE INVESTMENT SERVICES, LLC
CRD 324207 · SEC 801-127110
840 NEWPORT CENTER DRIVE, 7TH FLOOR, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 681-2100
Fax
(310) 478-8496
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.50B
Discretionary AUM
$16.50B
Team
27 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $16.50B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD