Aristotle Atlantic Partners, LLC

Aristotle Atlantic Partners, LLC is a registered investment adviser based in Sarasota, Florida. Established by Aristotle Capital Management, LLC, the firm specializes in providing investment advisory and management services to institutional and retail clients. Their services include discretionary and non-discretionary portfolio management for separate accounts, sub-advisory roles for mutual funds and model delivery programs, and managing a sleeve of a multi-manager private fund. For separately managed accounts, Aristotle Atlantic tailors its services to individual client needs, managing portfolios based on stated objectives, restrictions, and guidelines. The firm offers Large Cap Growth, Core Equity, and Focus Growth portfolio management services, focusing on factors like time horizons, risk tolerance, and liquidity needs. The minimum account size for institutional separately managed accounts is generally $5,000,000, but exceptions may be made at the firm's discretion. Aristotle Atlantic's fee structure includes annual management fees ranging from 0.40% to 0.65% for separately managed accounts. Fees for model delivery programs range from 1% to 3% per annum, with Aristotle Atlantic receiving between 0.20% to 0.40% of the fee paid to the manager. The firm's compensation policies aim to align with clients' best interests, and they have a Code of Ethics in place to ensure ethical conduct and client-focused decision-making. The firm exercises investment discretion for client accounts, making determinations on securities to buy or sell, total amounts to trade, and broker-dealer selection. Aristotle Atlantic also votes proxies on behalf of clients, following Proxy Voting Policies and Procedures to act in clients' best economic interests. Clients receive quarterly account statements from qualified custodians, and the firm does not engage in principal transactions or accept compensation from non-clients. Aristotle Atlantic maintains financial stability and has not been involved in bankruptcy proceedings.