Evan Francks
Evan Francks is a registered investment advisor at Aristotle Pacific Capital, LLC, based in Newport Beach, CA, with 14 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aristotle Pacific Capital manages investments for various clients through different investment options. Fees are calculated monthly as a percentage of the portfolio's value and billed quarterly. Fees can be negotiated. Here are the standard management fee schedules for new client Managed Accounts:
- Core Plus Strategy: First $100 million: 0.35%, Next $100 million: 0.30%, Excess: Negotiable
- Corporate (Bank) Loan Strategy: First $100 million: 0.50%, Excess: Negotiable
- Investment Grade Strategy: First $100 million: 0.30%, Next $100 million: 0.25%, Excess: Negotiable
- High Yield Strategy: First $100 million: 0.40%, Next $100 million: 0.35%, Excess: Negotiable
- Strategic Credit Strategy: First $100 million: 0.50%, Next $100 million: 0.40%, Excess: Negotiable
- Core Strategy: First $100 million: 0.30%, Next $100 million: 0.25%, Excess: Negotiable
- Intermediate Credit Strategy: First $100 million: 0.25%, Next $100 million: 0.22%, Excess: Negotiable
- Short Duration Strategy: First $100 million: 0.25%, Next $100 million: 0.20%, Excess: Negotiable
- CLO Opportunities Strategy: First $100 million: 0.60%, Next $100 million: 0.50%, Excess: Negotiable, Incentive: 10%, subject to a 7% preferred return
- Senior CLO Strategy: First $100 million: 0.25%, Next $100 million: 0.20%, Excess: Negotiable
- High Quality High Yield Strategy: First $100 million: 0.40%, Next $100 million: 0.35%, Excess: Negotiable
- Short Duration High Yield Strategy: First $100 million: 0.35%, Next $100 million: 0.30%, Excess: Negotiable
Location
840 Newport Center Drive, 7th Floor, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aristotle Pacific Capital, LLC
Foreside Financial Services, LLCBroker
Previous Registrations
Aristotle Capital Management, LLC
Capital Client Group, INC.
Capital Client Group, INC.Broker
Pimco Investments LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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