Owner, Senior Research Analyst · Aristotle Capital Boston, LLC
Jeffrey S. Smith
CRD 5055790 · Named on Form ADV at one SEC-registered adviser
At a glance
Aristotle Capital Boston, LLC, an SEC-registered asset manager based in Boston, MA with $1.8 billion in regulatory assets, lists Jeffrey S. Smith on its Form ADV as Owner, Senior Research Analyst, a control person.
Firms and roles
- Aristotle Capital Boston, LLCOwner, Senior Research AnalystAsset manager · Boston, MA · $1.8B in regulatory assets
AtlasMembers
Jeffrey’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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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 (11)
- Michelle M. GosomOwner, Chief Compliance Officer, Aristotle Capital Boston, LLC
- Richard H. SchweitzerOwner,senior Partner, Aristotle Capital Boston, LLC
- David M. AdamsOwner, Chief Executive Officer, Portfolio Manager, Aristotle Capital Boston, LLC
- John McPhersonOwner, President, Portfolio Manager, Aristotle Capital Boston, LLC
- Mark B. BabkaOwner, Senior Research Analyst, Aristotle Capital Boston, LLC
6 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.