Aristotle Capital Management provides investment advisory and management services to institutional and high net worth clients. They offer equity, fixed income, and balanced portfolio management. Aristotle Capital works with clients to determine investment objectives and manages portfolios to meet those objectives, considering factors like time horizon, risk tolerance, and liquidity needs. They also manage private funds and sub-advise mutual funds and collective investment trusts.
Fee Structure
Aristotle Capital's annual management fee for separately managed accounts and private funds ranges from 0.30% to 1.00% of the value of your portfolio. The specific fee is negotiated and depends on factors such as account size, investment strategy, and costs incurred by Aristotle Capital. Aristotle Capital also earns performance-based fees for certain institutional accounts. For wrap accounts, Aristotle Capital receives 0.34% – 0.50% per year on the managed account. For model delivery accounts, Aristotle Capital receives between 0.25% – 0.45% per year on the assets allocated to Aristotle Capital.