SourcingSourcing

ARISTOTLE ATLANTIC PARTNERS, LLC

C30
CRD 285721·SEC 801-108579·SARASOTA, FL
AUM
$2.22B
$1B+
Est. Revenue
$22.2M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$53.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARISTOTLE ATLANTIC PARTNERS, LLC
CRD
285721
SEC file #
801-108579
EIN
392018056
DBA names
—

Economics

AUM
$2.22B
AUM band
$1B+
AUM trajectory
'20'26
$302.0M → $2.22B▲ +636%
Client mix
Individuals Other335
Corporations14
Charitable Organizations5
Investment Companies3
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'25
5 advisors → 6 advisors▲ +20%
Primary office
SARASOTA FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
x.com/aristotlecap

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARISTOTLE CAPITAL MANAGEMENT,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
ARISTOTLE CAPITAL MANAGEMENT,
FITZPATRICK, OWEN, BERNARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:aristotleatlantic.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
188
Form 5500 Total Compensation
6,600,558
Form 5500 Compensation Trajectory 3y
20256,448,661
2026151,897
Form 5500 Plan Count Trajectory 3y
2025182
20266
Schedule C Total Compensation
6,600,558
Schedule C Service Provider Rows
188

SEC EDGAR

Edgar Cik
0001141802
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001085146-26-000398
Edgar Former Names
NORTHWESTERN MUTUAL TRUST CO

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank2
Northern Trust1
Bny Mellon1
Edgar Addresses
Mailing
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
392018056
Edgar Recent Filings
13F-HR2026-05-07 · 0001085146-26-000398
13F-HR/A2026-02-10 · 0001141802-26-000007
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
109876
Trust Company Affiliate
No

People (14)

14
ARISTOTLE CAPITAL MANAGEMENT,
Direct Owner · 62.5%
109876
FITZPATRICK, OWEN, BERNARD
IAR · Direct Owner · 17.5%
5559595
HYNES, THOMAS, MICHAEL
IAR · Direct Owner · 7.5%
2462433
ONEILL, BRENDAN, MICHAEL
IAR · Direct Owner · 7.5%
4132566
HOLMAN, WALTER, ROSS
IAR · Direct Owner · 7.5%
2760144
DAFT, NICHOLAS, JAMES
IAR · Executive Officer · 2.5%
2913032
CHANDWANI, SONA, SAPNA
Executive Officer · 2.5%
7877878
GOSOM, MICHELLE, MONSALUD
Executive Officer · 2.5%
2969108
HOLLANDER, RICHARD, SCOTT
Executive Officer · 2.5%
724511
KUHL, KATHRYN
Executive Officer · 2.5%
8238080
QUAN, JOHN, ALBERT
Executive Officer · 2.5%
7877879
SCARLETT, NANCY, JEDDELOH
Executive Officer · 2.5%
1387919
SCHWEITZER, RICHARD, HARLAN
Executive Officer · 2.5%
2312588
ST HILAIRE, KIM, MARIE
Executive Officer · 2.5%
4916865