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Building 2ARISTOTLE ATLANTIC PARTNERS, LLC

Map pinSARASOTA, FL
Phone212-652-4150
NotebookSEC #801-108579
Total AUM
$2.2B
Employees
7
Clients
361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CENTRAL AVENUE
SUITE 750
SARASOTA
FL 34236
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-652-4150
Other Offices
2

ReceiptFinancials

Total AUM
$2.2B
Accounts
362
Discretionary
$1.8B
Accounts
352
Non-Discretionary
$437.7M
Accounts
10

ContactClients

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Individual Clients
335
AUM
$418.8M
Investment Company Clients
3
AUM
$881.2M
Pooled Vehicle Clients
2
AUM
$606.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
5
AUM
$284.1M
Insurance Company Clients
1
AUM
$0
Corporation or Business Clients
14
AUM
$29.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMANENHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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