Aristotle Capital Boston, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 173198
· SEC file 801-80368
· Boston, MA
· X.COM
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 94
- Avg AUM / client
- $19.5M
- Accounts
- 95
- Employees
- 9
AUM over time
$0
$4.4B
Sep 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 122 positions, $1,610,538,795)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Advanced Energy Inds | COM | $48,880,776 | 151,391 | 3.04% | 2.67% |
| 2 | Macom Tech Solutions Hldgs I | COM | $45,841,638 | 206,116 | 2.85% | 2.5% |
| 3 | Ha Sustainable Infra Cap Inc | COM | $37,711,756 | 1,026,245 | 2.34% | 2.06% |
| 4 | Aercap Holdings Nv | SHS | $34,541,086 | 251,561 | 2.14% | 1.89% |
| 5 | Alamos Gold Inc | COM CL A | $33,850,142 | 759,020 | 2.1% | 1.85% |
| 6 | Healthequity Inc | COM | $33,168,900 | 397,229 | 2.06% | 1.81% |
| 7 | Huron Consulting Group Inc | COM | $31,896,917 | 249,912 | 1.98% | 1.74% |
| 8 | Littelfuse Inc | COM | $29,533,988 | 86,993 | 1.83% | 1.61% |
| 9 | Aci Worldwide Inc | COM | $27,091,168 | 660,819 | 1.68% | 1.48% |
| 10 | Itron Inc | COM | $26,260,268 | 292,844 | 1.63% | 1.43% |
| 11 | Merit Med Sys Inc | COM | $26,054,873 | 377,580 | 1.62% | 1.42% |
| 12 | Knowles Corp | COM | $25,803,091 | 1,004,205 | 1.6% | 1.41% |
| 13 | Scotts Miracle Gro Co | CL A | $22,808,126 | 374,428 | 1.42% | 1.25% |
| 14 | National Bk Hldgs Corp | CL A | $22,764,455 | 581,191 | 1.41% | 1.24% |
| 15 | Perella Weinberg Partners | CLASS A COM | $22,403,469 | 1,233,458 | 1.39% | 1.22% |
| 16 | Belden Inc | COM | $22,008,282 | 191,038 | 1.37% | 1.2% |
| 17 | Tko Group Holdings Inc | CL A | $21,699,398 | 107,470 | 1.35% | 1.18% |
| 18 | Byline Bancorp Inc | COM | $21,302,931 | 674,784 | 1.32% | 1.16% |
| 19 | Silgan Hldgs Inc | COM | $20,871,419 | 536,977 | 1.3% | 1.14% |
| 20 | Stag Industrial Inc | COM | $20,843,967 | 577,706 | 1.29% | 1.14% |
| 21 | Hexcel Corp New | COM | $20,359,907 | 251,159 | 1.26% | 1.11% |
| 22 | Chemed Corp New | COM | $19,968,050 | 52,811 | 1.24% | 1.09% |
| 23 | Customers Bancorp Inc | COM | $19,740,690 | 284,407 | 1.23% | 1.08% |
| 24 | Novanta Inc | COM | $19,624,934 | 165,939 | 1.22% | 1.07% |
| 25 | Haemonetics Corp Mass | COM | $19,546,740 | 346,386 | 1.21% | 1.07% |
Top 25 of 122 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $27.6M | 1.51% |
| Investment companies | 2 | $158M | 8.6% |
| Pooled investment vehicles (non-investment companies) | 4 | $761M | 41.5% |
| Pension and profit sharing plans | 11 | $614M | 33.6% |
| Charitable organizations | 6 | $38.8M | 2.12% |
| State or municipal government entities | Fewer than 5 clients | $218M | 11.9% |
| Corporations and other businesses | 8 | $14.7M | 0.8% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| University Of Manitoba EIN 986008078 | Canada | 03/31/2025 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| California Ironworkers Field Pension Trust Board Of Trustees, California Ironworkers Field Pension Trust Fun | 2024 | |
| Amgen Retirement And Savings Plan Amgen Inc. | 2024 | |
| Painting Industry Annuity Fund Board Of Trustees Of The Painting Industry Annuity Fund | 2024 | |
| The Retirement And Savings Plan For Amgen Manufacturing Limited Llc Amgen Manufacturing Limited Llc | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hollander, Jacqueline | Trustee | Oct 2009 (17y) | GP / trustee / elected manager of Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88 (indirect) | |
| Hollander, Richard, Scott | Trustee | Oct 2009 (17y) | GP / trustee / elected manager of Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88 (indirect) | |
| Gosom, Michelle, Monsalud | Owner, Chief Compliance Officer | Sep 2014 (12y) | Less than 5% | |
| Babka, Mark, Bernard | Owner, Senior Research Analyst | Jan 2015 (12y) | 5% – 10% | |
| David Michael Adams | Owner, Chief Executive Officer, Portfolio Manager | CFA | Jan 2015 (12y) | 10% – 25% |
| John Mcpherson | Owner, President, Portfolio Manager | CFA | Jan 2015 (12y) | 10% – 25% |
| Lisenbee, Gary, Wayne | Owner, Senior Partner | Jan 2015 (12y) | Less than 5% | |
| Scarlett, Nancy, Jeddeloh | Owner, Managing Director, Chief Risk Officer | Jan 2015 (12y) | Less than 5% | |
| Schweitzer, Richard, Harlan | Owner,Senior Partner | Jan 2015 (12y) | Less than 5% | |
| Smith, Jeffrey, Scott | Owner, Senior Research Analyst | Jan 2015 (12y) | 5% – 10% | |
| Robert Reid Womack | Owner, Chief Innovation Officer | Jul 2018 (8y) | Less than 5% | |
| Chandwani, Sona, Sapna | Owner, Chief Administrative Officer | Jan 2019 (8y) | Less than 5% | |
| St Hilaire, Kim, Marie | Owner, Managing Director, Operations & Trading | May 2021 (5y) | Less than 5% | |
| Quan, John, Albert | Owner, Managing Director, Chief Technology Officer | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aristotle Capital Management, Llc | Owner | Oct 2014 | A | 50% – 75% |
| Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88 | Owner/Managing Member | Oct 2009 | B | ≈ 9.38% – 37.5% via Metwestventures, Llc |
| Metwestventures, Llc | Owner/Managing Member | Jul 2011 | B | ≈ 12.5% – 37.5% via Aristotle Capital Management, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88: 75% – 100% of Metwestventures, Llc × 25% – 50% of Aristotle Capital Management, Llc × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- Metwestventures, 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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| California Ironworkers Field Pension Trust | Board Of Trustees, California Ironworkers Field Pension Trust Fun | 9,028 | $3.5B | 06/01/2024 |
| Amgen Retirement And Savings Plan | Amgen Inc. | 14,965 | $7.7B | 01/01/2024 |
| Painting Industry Annuity Fund | Board Of Trustees Of The Painting Industry Annuity Fund | 5,406 | $884M | 01/01/2024 |
| The Retirement And Savings Plan For Amgen Manufacturing Limited Llc | Amgen Manufacturing Limited Llc | 2,589 | $780M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| University Of Manitoba | Public charity | $2.4B | 03/31/2025 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.65 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Brown Brothers Harriman & Co. $853M (20% of AUM) Mar 2021
- BNY Mellon $585M (14% of AUM) Mar 2021
- Northern Trust $504M (28% of AUM) Mar 2026
- J.P. Morgan $297M (11% of AUM) Jun 2025
- State Street $218M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 20, 2026.
View current Form ADV (SEC/IAPD) ↗