Aristotle Atlantic Partners, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 285721
· SEC file 801-108579
· Sarasota, FL
· X.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $2.2B
- Discretionary
- $1.8B
- Clients
- 359
- Avg AUM / client
- $6.2M
- Accounts
- 362
- Employees
- 7
AUM over time
$0
$3.2B
Oct 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 335 | $419M | 18.8% |
| Investment companies | 3 | $881M | 39.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $607M | 27.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.07% |
| Charitable organizations | 5 | $284M | 12.8% |
| Insurance companies | Fewer than 5 clients | — | — |
| Corporations and other businesses | 14 | $29.7M | 1.34% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hollander, Jacqueline | Co 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 | Co Trustee | Oct 2009 (17y) | Less than 5% | |
| Gleicher, Howard, Roy | Trustee | Jul 2011 (15y) | GP / trustee / elected manager of Gleicher Trust (indirect) | |
| Gosom, Michelle, Monsalud | Owner, Chief Compliance Officer | Oct 2016 (10y) | Less than 5% | |
| Lisenbee, Gary, Wayne | Owner, Senior Partner | Oct 2016 (10y) | Less than 5% | |
| Schweitzer, Richard, Harlan | Owner, Senior Partner | Oct 2016 (10y) | Less than 5% | |
| Walter Holman | Owner, Director, Senior Research Analyst | CFA | Nov 2016 (10y) | 5% – 10% |
| Brendan Michael O'neill | Owner, Director, Portfolio Manager | CFA | Dec 2016 (10y) | 5% – 10% |
| Nicholas James Daft | Owner, Director, Senior Research Analyst | Dec 2016 (10y) | Less than 5% | |
| Owen Bernard Fitzpatrick | Owner, Managing Director, Lead Portfolio Manager | CFA | Dec 2016 (10y) | 10% – 25% |
| Thomas Michael Hynes | Owner, Managing Director, Portfolio Manager | CFA | Dec 2016 (10y) | 5% – 10% |
| Scarlett, Nancy, Jeddeloh | Owner, Managing Director, Chief Risk Officer | Feb 2018 (9y) | Less than 5% | |
| 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 2016 | A | 50% – 75% |
| Richard Hollander And Jacqueline Hollander Ttee Of The Hollander Family Trust Dated 12/28/88 | Owner | Oct 2009 | B | ≈ 9.38% – 37.5% via Metwest Ventures, Llc |
| Metwest Ventures, Llc | Owner/Member | Jul 2011 | B | ≈ 12.5% – 37.5% via Aristotle Capital Management, Llc |
| Gleicher Trust | Owner/Member | Jul 2007 | B | ≈ 12.5% – 37.5% via Aristotle Capital Management, Llc |
Undisclosed: 0% – 25% 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 Metwest Ventures, Llc × 25% – 50% of Aristotle Capital Management, Llc × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- Metwest Ventures, Llc: 25% – 50% of Aristotle Capital Management, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Gleicher Trust: 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.77 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
- J.P. Morgan $1.1B (34% of AUM) Jun 2025
- Charles Schwab & Co. $638M (29% of AUM) Mar 2026
- Skandinaviska Enskilda Banken Ab $462M (25% of AUM) Mar 2023
- Deutsche Bank Securities Inc. $406M (13% of AUM) Jun 2025
- Deutsche Bank Capital Corporation $290M (36% of AUM) Jun 2020
- Umb Financial Services, Inc. $179M (10% of AUM) Jun 2022
- U.S. Bancorp Investments, Inc. $124M (6% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗