firm profile
Aristotle Atlantic Partners, LLC
Overview
Aristotle Atlantic Partners, LLC is an SEC registered investment adviser based in Sarasota, FL, registered since 2016. It reports $2.2B in assets under management across 362 accounts, with 7 employees. It has 5 investment adviser representatives.
- Reported AUM
- $2.2B
- Discretionary
- 80%
- Accounts
- 362
- Average account
- $6.1M
- Employees
- 7
- Advisory reps
- 5
- Registered since
- 2016
- Jurisdictions
- 14
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 13
- Brendan Michael Oneill Owner, Director, Portfolio Manager CRD 4132566
- John Albert Quan Owner, Managing Director, Chief Technology Officer CRD 7877879
- Kim Marie St Hilaire Owner, Managing Director, Operations & Trading CRD 4916865
10 more executive officers, with direct contact details
Advisory reps 3 of 5
- Nicholas James Daft Investment Adviser Rep CRD 2913032
- Owen Bernard Fitzpatrick Investment Adviser Rep CRD 5559595
- Walter Holman Investment Adviser Rep CRD 2760144
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 50 Central Ave Ste 750
Sarasota, FL 34236 - County
- Sarasota
- Metro area
- North Port-Sarasota-Bradenton, FL
- Region
- South
Registrations
- SEC registered
- Registered in 14 jurisdictions
Every state, with registration dates
Similar firms near Sarasota
- Eulav Asset ManagementSarasota, FL$3.7B AUM
- Cumberland AdvisorsSarasota, FL$3.2B AUM
- J. L. Bainbridge & Co., Inc.Sarasota, FL$1.4B AUM
- Investment Advisory Group LLCSarasota, FL$1.2B AUM
- Global Financial Private ClientSarasota, FL$828M AUM
request a demo
See what we have on Aristotle Atlantic Partners, LLC
We'll walk you through the full profile and how to find more firms like this one.