Aristotle Credit Partners, LLC (Newport Beach)

Name: Aristotle Credit Partners, LLC
Address: 840 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-681-2100

Aristotle Credit Partners, LLC is a large advisory firm based in Newport Beach. It manages $453.26 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, New York, Pennsylvania, and Texas.

Aristotle Credit Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aristotle Credit Partners: assets under management

The assets under management (AUM) of Aristotle Credit Partners, LLC is $453.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 90482% since the beginning of its operation, and $22.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $453.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.89 million each.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 84% of the total AUM. The second-largest asset type is other assets, which make up 8% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aristotle Credit Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Howard Roy Gleicher serves?

The firm provides services to individuals, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Howard Roy Gleicher is pension and profit sharing plans with 19 clients and $335.53 million of assets under management. Among the 9 most similar advisory firms, Aristotle Credit Partners has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $453.26 million for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 13% of the firm’s clients are foreign persons or businesses.

Aristotle Credit Partners doesn't advise any private funds.

Careers at Aristotle Credit Partners, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Howard Roy Gleicher has been acting as President since 1 Dec 2013. Michelle Monsalud Gosom joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Aristotle Capital Management	Member	1 Dec 2013	25% - 50%	109876
Michael Dale Hatley	Portfolio manager	1 Dec 2013	Other	2025021
Graydon Winter Wilcox	Chief compliance officer	1 Dec 2013	Other	2525042
Richard Harlan Schweitzer	Senior partner	1 Dec 2013	Other	2312588
Richard Scott Hollander	Manager	1 Dec 2013	Other	724511
Gary Wayne Lisenbee	Senior partner	1 Dec 2013	Other	1028756
Howard Roy Gleicher	Director	1 Dec 2013	Other	2123433
Helen Young Rhee	Senior credit analyst	1 Dec 2013	Other	4631590
Bradley Kirk Bryan	Senior credi analyst	1 Dec 2013	Other	1846578
Heidimarie Eleonore Skor	Senior credit analyst	1 Dec 2013	Other	4641297
Cheryl Ann Wasilewski	Senior credit analyst	1 Dec 2013	Other	4482332
Dennis Richard Sugino	Senior partner	1 Dec 2013	Other	4824377
Robert Reid Womack	Senior partner	1 Dec 2013	Other	2379368
Hollis Ann Leal Clifford	Senior fixed income trader	1 Dec 2013	Other	6363397
Noam Joseph Alhadeff	Senior credit analyst	1 Dec 2013	Other	6363406
Douglas Lopez	Portfolio manager	1 Jan 2014	Other	2419398
Terence Lee Reidt	Portfolio manager	1 Jan 2014	Other	5882935
Ryan Joseph White	Senior credit analyst	1 Jan 2014	Other	5770473
Jennifer Joy Jacob	Senior credit analyst	1 Jan 2014	Other	2691442
Douglas Frank Lopez	Owner, portfolio manager	1 Jan 2014	Other	2419398
Andrea M Denisevich	Chief compliance officer	1 Sep 2015	Other	4272101
Nancy Jeddeloh Scarlett	Director, chief risk officer	1 Feb 2018	Other	1387919
Michelle Monsalud Gosom	Director	1 Mar 2018	Other	2969108

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88	Owner	1 Oct 2009	75% - 100%	xxx-xx-xxxx
Richard Scott Hollander	Trustee	1 Oct 2009	Other	724511
Jacqueline Hollander	Trustee	1 Oct 2009	Other	5908440
Llc Rcb Acquisition Company	Owner / member	1 Jul 2011	25% - 50%	45-2505437
Llc Metwest Ventures	Owner/member	1 Jul 2011	25% - 50%	80-0490869
Howard Roy Gleicher	Owner	1 Jul 2011	75% - 100%	2123433
Llc Gleicher Holdings	Owner/member	1 Dec 2012	25% - 50%	46-2096498
Gleicher Trust	Owner/member	1 Dec 2012	25% - 50%	46-2096498

Based in Newport Beach

The principal office where Aristotle Credit Partners, LLC performs its advisory services is located at 840 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-681-2100 or by fax 949-681-2199. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at aristotlecap.com/credit/.