Aristotle Capital Management
advisor29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45+4 YoYRank #419 of mapped providers
Assets under administration$100.9B0.1%Market share · rank #134
Fees received$7MMedian $52,874/planSum across Schedule C direct + indirect
Net wins YoY+39 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Aristotle Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Aristotle Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 35 | $54,420 | |
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $55,642 | |
Securities brokerage; Securities brokerage commissions and fees; Investment advisory (plan)Code 27 | 2 | $36,460 | |
Accounting (including auditing)Code 10 | 1 | $34,612 | |
Consulting (general); Investment management fees paid directly by planCode 16 | 1 | $15,907 | |
Investment management fees paid directly by plan; Custodial (securities); Investment management; Named fiduciary; Securities brokerage; Direct payment from the plan; Investment advisory (plan)Code 19 | 1 | $542,205 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $16,236 | |
Other servicesCode 49 | 1 | $678,499 |
Competitor overlap
Percent of Aristotle Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Aristotle Capital Management.
| Sponsor | From | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | Boston Partners Global Investors | $29.4B |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | SVB Wealth LLC | $5.4B |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | U.A. LOCAL 342 JOINT MANAGEMENT COOPERATIVE COMMITTEE | $1.1B |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | Prudential Retirement Insurance & Annuity Co. | $884M |
ROOFERS LOCAL 149 PENSION FUNDMI · 381425819-001 | Legg Mason | $316M |
BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 98 PENSION FUNDWV · 316171213-001 | ASB Capital Management | $169M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | ASB Capital Management | $123M |
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSIONMI · 382256143-001 | Novara Tesija Catenacci McDonald | $3M |
Plans lost in 2024
Appeared last year under Aristotle Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEESNY · 156035161-001 | RYAN YOUNGMAN | $572M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLANTN · 626098036-001 | Reliance Custody | $167M |
LABORERS LOCAL 157 PENSION FUNDNY · 146076460-001 | MICHAEL BRADY | $84M |
MOBLEY GREENHOUSE, INC.GA · 582005069-001 | (new plan) | $10M |
T. D. WILLIAMSON, INC.OK · 730399110-001 | EPSTEIN BECKER & GREEN | $626,590 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $436,094 | 1y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $643,266 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $627,668 | 8y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $662,368 | 4y | - |
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $572,377 | 5y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $16,236 | 1y | 1 |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $267,198 | 7y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $678,499 | 4y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $264,440 | 4y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $493,645 | 5y | - |
Flag exposure
97.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (29)
Raw Schedule C names collapsed into Aristotle Capital Management.
- ALLEN PATTEE
- ALLEN PRITCHETT & BASSETT, LLP
- ALLEN STAPLES
- ALLEN WESLEY CARR
- ALLETE INC.
- ALLGEN FINANCIAL ADVISORS INC
- ALLIANCE
- ALLIANCE ANIMAL HEALTH
- ALLIANCE B.
- ALLIANCE BENEFIT
- ALLIANCE BENEFIT GROUP CAROLINAS IN
- ARISTOTLE
- ARISTOTLE CAPITAL
- ARISTOTLE CAPITAL BOSTON
- ARISTOTLE CAPITAL BOSTON LLC
- ARISTOTLE CAPITAL MANAGEMENT
- ARISTOTLE CAPITAL MANAGEMENT LLC
- ARISTOTLE CAPITAL MANAGEMENT, LLC
- ARISTOTLE CAPITAL MANAGMENT, LLC
- ARISTOTLE CREDIT PARTNERS
- ARISTOTLE CREDIT PARTNERS LLC
- ARISTOTLE CREDIT PARTNERS, LLC
- ARISTOTLE LG VALUE
- ARISTOTLE MANAGEMENT
- ARISTOTLE MANAGEMENT CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Aristotle Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.22% | 1.76% | +0.46 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Aristotle Capital Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Aristotle Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Watkins Pawlick Calati & Prifti PC | 4 | 8.9% |
| Arnold Newbold Sollars & Hollins PC | 2 | 4.4% |
| Blake & Uhlig, P.A. | 2 | 4.4% |
| Cleary, Josem & Trigiani LLP | 2 | 4.4% |
| Groom Law Group, Chartered | 2 | 4.4% |
| Kraw & Kraw Law Group | 2 | 4.4% |
| Ledbetter & Parisi LLC | 2 | 4.4% |
| Mooney, Green, Baker & Saidon PC | 2 | 4.4% |
| Morgan Lewis & Bockius LLP | 2 | 4.4% |
| Neyhart Anderson Flynn & Grosboll | 2 | 4.4% |