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Owner, Senior Managing Director/portfolio Manager · Aristotle Pacific Capital, LLC

Brian M. Robertson

CRD 4263090 · Named on Form ADV at one SEC-registered adviser

At a glance

Aristotle Pacific Capital, LLC, an SEC-registered asset manager based in Newport Beach, CA with $26.8 billion in regulatory assets, lists Brian M. Robertson on its Form ADV as Owner, Senior Managing Director/portfolio Manager.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Carol E. RumseyOwner, Chief Compliance Officer, Aristotle Pacific Capital, LLC
  • Joseph G. LallandeOwner, General Counsel, Aristotle Pacific Capital, LLC
  • Dominic D. NolanOwner, Chief Executive Officer, Aristotle Pacific Capital, LLC
  • Charles R. BoydOwner, Senior Managing Director/portfolio Manager, Aristotle Pacific Capital, LLC
  • Joshua B. SchwabOwner, Chief Financial Officer, Chief Operating Officer, Aristotle Pacific Capital, LLC

3 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.