Aristotle Credit Partners, LLC (Newport Beach)


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/.