ARISTOTLE CAPITAL MANAGEMENT
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+5 YoYRank #417 of mapped providers
Assets under administration$94.9B0.1%Market share · rank #144
Fees received$7MMedian $52,482/planSum across Schedule C direct + indirect
Net wins YoY+38 won · 5 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 |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 36 | $53,451 | |
Investment advisory (plan); Securities brokerage commissions and fees; Securities brokerageCode 27 | 2 | $36,460 | |
Accounting (including auditing)Code 10 | 1 | $34,612 | |
Investment management fees paid directly by plan; Consulting (general)Code 16 | 1 | $15,907 | |
Custodial (securities); Direct payment from the plan; Investment management; Named fiduciary; Investment management fees paid directly by plan; Securities brokerage; Investment advisory (plan)Code 19 | 1 | $542,205 | |
Other servicesCode 49 | 1 | $678,499 | |
Investment management fees paid directly by planCode 51 | 1 | $131,907 |
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 | $29.4B |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | U.A. LOCAL 342 JOINT MGMT COOP COM | $1.1B |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $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, PLLC | $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 | AMBER N. MYERS | $572M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLANTN · 626098036-001 | RELIANCE TRUST COMPANY | $167M |
LABORERS LOCAL 157 PENSION FUNDNY · 146076460-001 | OCIO MONITOR | $84M |
T. D. WILLIAMSON, INC.OK · 730399110-001 | EPSTEIN BECKER & GREEN PC | $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 | - |
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 | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | $1.3B | 21,064 | $362,163 | 8y | - |
Flag exposure
97.7%Market: 89.2%
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 (20)
Raw Schedule C names collapsed into ARISTOTLE CAPITAL MANAGEMENT.
- 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 INT'L
- ARISTOTLE INVESTMENT SERVICES, LLC
- ARISTOTLE LG VALUE
- ARISTOTLE MANAGEMENT
- ARISTOTLE MANAGEMENT CO
- ARISTOTLE PACIFIC CAPITAL LLC
- ARISTOTLE PACIFIC CAPITAL, LLC
- ARISTOTLE VALUE EQUITY
- ARITOTLE CAPITAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 | 0 | 0.00% | 1.76% | -1.76 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