Aristotle Pacific Capital, LLC
Newport Beach, CA·SEC-registered · CRD #298050
Aristotle Pacific Capital, LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $27B across 44 client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$27B
Client accounts
44
Advisory staff
22
Fee model
Fee-only
How Aristotle Pacific Capital, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Aristotle Pacific Capital, LLC
How much does Aristotle Pacific Capital, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Aristotle Pacific Capital, LLC reports $27B in regulatory assets under management across roughly 44 client accounts.
How does Aristotle Pacific Capital, LLC charge?
Aristotle Pacific Capital, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Aristotle Pacific Capital, LLC a fiduciary?
Yes. Aristotle Pacific Capital, LLC is registered with the U.S. Securities and Exchange Commission (CRD #298050), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Aristotle Pacific Capital, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Aristotle Pacific Capital, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Aristotle Pacific Capital, LLC's public SEC Form ADV filing (CRD #298050, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Aristotle Pacific Capital, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Aristotle Pacific Capital, LLC? Claim this profile.