Geoffrey Scot Stewart

CFA

Aristotle Capital Management, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Aristotle Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

5,903 clients

Average Client Portfolio

$7.4M average

Assets Under Management

$43.8B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Location

11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Aristotle Capital Management, LLC

December 2017 - Present · 8 yrs 2 mos

Previous Registrations

Fahnestock Asset Management

April 2003 - August 2003 · 4 mos

Oppenheimer Asset Management INC.

April 2003 - August 2003 · 4 mos

Cibc World Markets CORP.

February 2000 - April 2003 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.