Asset manager · Sarasota, FL
Aristotle Atlantic Partners, LLC
SEC-registered investment adviser · CRD 285721 · SEC 801-108579
At a glance
Aristotle Atlantic Partners, LLC is an SEC-registered investment adviser based in Sarasota, Florida, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies, and it reports 335 individual clients. By Form ADV it is a asset manager, ranked 1,009th of 3,218 asset managers and 3,421st of 17,210 SEC-registered advisers by assets.
Main office 212-652-4150aristotlecap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among asset managers
- #1,009 of 3,218
- Rank among all SEC RIAs
- #3,421 of 17,210
- Rank in Florida
- #156 of 1,090
- Individual clients
- 335
- High-net-worth clients
- 0
- Accounts
- 362
- Discretionary
- 80% of AUM
- Employees
- 7
- Advisory staff
- 0
- Offices
- 3
Owners and executives on its Form ADV
- Michelle M. GosomOwner, Chief Compliance Officer
- Richard H. SchweitzerOwner, Senior Partner
- Nancy J. ScarlettOwner, Managing Director, Chief of Staff
- Walter R. HolmanOwner, Director, Senior Research Analyst
- Owen B. FitzpatrickOwner, Managing Director, Lead Portfolio Manager
- Thomas M. HynesOwner, Managing Director, Portfolio Manager
- Brendan M. OneillOwner, Director, Portfolio Manager
- Nicholas J. DaftOwner, Director, Senior Research Analyst
- Richard S. HollanderOwner, Chairman of the Board
- Sona S. ChandwaniOwner, Chief Administrative Officer
- Kim M. St HilaireOwner, Managing Director, Operations & Trading
- John A. QuanOwner, Managing Director, Chief Technology Officer
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Foreside Financial Servies, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Registered Representatives Certain employees of Aristotle Capital, an affiliate of Aristotle Atlantic, are registered representatives with Foreside Financial Servies, LLC, a non- affiliated registered broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 3 | $881M | 40% |
| Pooled investment vehicles | 2 | $607M | 27% |
| Individuals | 335 | $419M | 19% |
| Charitable organizations | 5 | $284M | 13% |
| Corporations or other businesses | 14 | $30M | 1% |
| Pension and profit sharing plans | – | $2M | <1% |
Disciplinary disclosures
Aristotle Atlantic Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗aristotlecap.com ↗
AtlasMembers
The full record on Aristotle Atlantic Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 897 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Aristotle Atlantic Partners, LLC manage?
Aristotle Atlantic Partners, LLC reports $2.2 billion in regulatory assets under management across 362 accounts, 80% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Aristotle Atlantic Partners, LLC?
Aristotle Atlantic Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Aristotle Atlantic Partners, LLC’s clients?
By assets, its largest client types are investment companies ($881 million, 3 clients); pooled investment vehicles ($607 million, 2 clients); individuals ($419 million, 335 clients).
Does Aristotle Atlantic Partners, LLC have any disciplinary history?
Aristotle Atlantic Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Aristotle Atlantic Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →