Owner, Head of Distribution, Managing Partner · Aristotle Capital Management, LLC
William J. Averill
CRD 4956291 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Aristotle Capital Management, LLC, an SEC-registered asset manager based in LOS Angeles, CA with $43.5 billion in regulatory assets, lists William J. Averill on its Form ADV as Owner, Head of Distribution, Managing Partner, a control person. The SEC filings also name William at 1 other registered adviser.
Firms and roles
- Aristotle Capital Management, LLCOwner, Head of Distribution, Managing PartnerAsset manager · LOS Angeles, CA · $44B in regulatory assets
- Aristotle Investment Services, LLCOwner/managing MemberAsset manager · Newport Beach, CA · $17B in regulatory assets
AtlasMembers
William’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (19)
- Richard H. SchweitzerOwner, Chief Financial Officer, Chief Operating Officer, Aristotle Capital Management, LLC
- Howard R. GleicherOwner/chief Executive Officer/chief Investment Officer, Aristotle Capital Management, LLC
- Richard S. HollanderOwner, Chairman of the Board, Aristotle Capital Management, LLC
- Michelle M. GosomOwner, Chief Compliance Officer, Aristotle Capital Management, LLC
- Nancy J. ScarlettOwner, Managing Director, Chief of Staff, Aristotle Capital Management, LLC
14 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.