Aristotle Pacific Capital, Llc
- Regulatory AUM
- $26.8B
- Discretionary
- $26.8B
- Clients
- 15
- Avg AUM / client
- $1.8B
- Accounts
- 44
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $14.9B | 55.6% |
| Pooled investment vehicles (non-investment companies) | 10 | $4.6B | 17.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $107M | 0.4% |
| State or municipal government entities | Fewer than 5 clients | $534M | 2.0% |
| Insurance companies | Fewer than 5 clients | $5.1B | 19.2% |
| Corporations and other businesses | Fewer than 5 clients | $1.5B | 5.55% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pacific Asset Management Bank Loan L.P. | Hedge Fund | Delaware | $1.7B | 65 |
| Pacific Asset Management Clo Opportunities Fund L.P. | Hedge Fund | Delaware | $35.8M | 2 |
| Apc Short Duration High Yield Fund, Lp | Other Private Fund | Delaware | $21.7M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Laborers Local 57 Industrial Pension Plan Trustees Of Laborers Local 57 Industrial Pension | 2024 | |
| Ibew Local 684 Pension Trust Board Of Trustees, Ibew Local 684 Pension Trust | 2024 | |
| Northern California Pipe Trades Pension Plan Board Of Trustees Northern Cali. Pipe Trades Pension Trust | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyd, Charles, Robert | Owner, Senior Managing Director/Portfolio Manager | Apr 2023 (3y) | Less than 5% | |
| Lallande, Joseph, Gustave | Owner, General Counsel | Apr 2023 (3y) | Less than 5% | |
| Leasure, James, Patrick | Owner, Senior Managing Director/Portfolio Manager | Apr 2023 (3y) | Less than 5% | |
| Marzouk, Michael, Isaac | Owner, Senior Managing Director/Portfolio Manager | Apr 2023 (3y) | 5% – 10% | |
| Nolan, Dominic, Dao | Owner, Chief Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Robertson, Brian, Michael | Owner, Senior Managing Director/Portfolio Manager | Apr 2023 (3y) | Less than 5% | |
| Rumsey, Carol, Elaine | Owner, Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Schwab, Joshua, Brian | Owner, Chief Financial Officer, Chief Operating Officer | Apr 2023 (3y) | Less than 5% | |
| Weismiller, David, C | Owner, Senior Managing Director/Portfolio Manager | Apr 2023 (3y) | Less than 5% | |
| Evan Francis Francks | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aristotle Capital Management, Llc | Owner | Apr 2023 | A | 50% – 75% |
| Rcb Acquisition Company Llc | Owner/Managing Member | Jul 2011 | B | ≈ 12.5% – 37.5% via Aristotle Capital Management, Llc |
| Gleicher Holdings | Owner/Managing Member | Dec 2012 | B | GP / trustee / elected manager of Aristotle Capital Management, Llc (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rcb Acquisition Company Llc: 25% – 50% of Aristotle Capital Management, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pacific Asset Management Bank Loan L.P. | Hedge Fund | $1.7B | $5.0M | 65 |
| Pacific Asset Management Clo Opportunities Fund L.P. | Hedge Fund | $35.8M | $5.0M | 2 |
| Apc Short Duration High Yield Fund, Lp | Other Private Fund | $21.7M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Laborers Local 57 Industrial Pension Plan | Trustees Of Laborers Local 57 Industrial Pension | 1,436 | $338M | 07/01/2024 |
| Ibew Local 684 Pension Trust | Board Of Trustees, Ibew Local 684 Pension Trust | 438 | $80.2M | 04/01/2024 |
| Northern California Pipe Trades Pension Plan | Board Of Trustees Northern Cali. Pipe Trades Pension Trust | 2,266 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $4.7B (18% of AUM) Mar 2026
- U.S. Bank $1.0B (4% of AUM) Mar 2026
- State Street $737M (4% of AUM) May 2023
- Northern Trust $458M (2% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗