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ARISTOTLE ATLANTIC PARTNERS, LLC

SARASOTA, FL · CRD 285721 · IAPD ↗ · 212-652-4150

$2.22BRegulatory AUM
0Advisory reps
7Employees
13Clients
n/aPlanning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ARISTOTLE ATLANTIC PARTNERS, LLC reported RAUM down 31% ($3.22B -> $2.22B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — ARISTOTLE ATLANTIC PARTNERS, LLC shrank from 6 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — ARISTOTLE ATLANTIC PARTNERS, LLC notice-filed in DE, MA, MD, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ARISTOTLE ATLANTIC PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — ARISTOTLE ATLANTIC PARTNERS, LLC reported RAUM up 56% ($1.85B -> $2.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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