Data / Investment advisers / California / Aristotle Pacific Capital, LLC
Aristotle Pacific Capital, LLC, Newport Beach, CA: $26.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aristotle Pacific Capital, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $26.8 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 298050
- SEC file number
- 801-117402
- SEC status
- Approved, effective September 26, 2019
- Main office
- 840 Newport Center Drive 7th Floor, Newport Beach, CA 92660
- Phone
- (949) 681-2100
- Regulatory AUM
- $26,760,654,837 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $26,760,654,837
- Accounts
- 44
- Employees
- 46, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 6 other private funds
- Gross assets of private funds
- $2,720,417,501
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $14.87 billion |
| Insurance companies | Fewer than 5 | $5.14 billion |
| Pooled investment vehicles | 10 | $4.62 billion |
| Corporations or other businesses | Fewer than 5 | $1.49 billion |
| State or municipal government entities | Fewer than 5 | $534.2 million |
| Pension and profit sharing plans | Fewer than 5 | $106.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $26.76 billion | March 31, 2026 |
| December 1, 2025 | $26.69 billion | October 21, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 5 | adviserinfo.sec.gov |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 16 | adviserinfo.sec.gov |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 1 | adviserinfo.sec.gov |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | Not listed | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | Not listed | adviserinfo.sec.gov |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | Not listed | adviserinfo.sec.gov |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 14 | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving insurance companies
- Advisers that manage private funds
- Aristotle Pacific Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.