← Tributary

ARISTOTLE CAPITAL BOSTON, LLC

BOSTON, MA · CRD 173198 · IAPD ↗ · 617-274-3700

$1.83BRegulatory AUM
8Advisory reps
9Employees
5Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ARISTOTLE CAPITAL BOSTON, LLC reported RAUM down 33% ($2.72B -> $1.83B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2025 — ARISTOTLE CAPITAL BOSTON, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — ARISTOTLE CAPITAL BOSTON, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — ARISTOTLE CAPITAL BOSTON, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ARISTOTLE CAPITAL BOSTON, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.