DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Aristotle Capital Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Katherine Elizabeth PhillipsLoomis, Sayles & Company, L.P. otherAristotle Capital Management, LLC otherOtherMay 27, 2026Aug 14, 2026 (79 d)
Donald Richard WiseMorgan Stanley wirehouseAristotle Capital Management, LLC otherOtherApr 27, 2026Jun 25, 2026 (59 d)
Evan Francis FrancksCapital Client Group, Inc. no RAUMAristotle Capital Management, LLC otherOtherJul 29, 2025Aug 27, 2025
David Michael MartinAmundi Asset Management US, Inc. asset managerAristotle Capital Management, LLC otherOtherApr 25, 2025Oct 1, 2025 (159 d)
Kristie Lynn LeslieMorgan Stanley wirehouseAristotle Capital Management, LLC otherOtherMay 7, 2024Feb 6, 2025 (275 d)
Moshe GoldsteinJ.P. Morgan Securities LLC wirehouseAristotle Capital Management, LLC otherOtherApr 10, 2023Jun 23, 2023 (74 d)
Tejas Shrinivas ShirguppiRaymond James & Associates, Inc. national BDAristotle Capital Management, LLC asset managerOtherJun 24, 2020Dec 11, 2020 (170 d)
Raymond Jude BertrandWilliam Blair & Company L.L.C. BD affiliatedAristotle Capital Management, LLC otherOtherDec 31, 2018Nov 7, 2019 (311 d)
Konstantinos StathopoulosAdvice And Planning Services BD affiliatedAristotle Capital Management, LLC otherOtherOct 23, 2018Jan 14, 2019 (83 d)
Peter Allan SykesEasterly Funds LLC otherAristotle Capital Management, LLC otherOtherMar 13, 2018Apr 13, 2018 (31 d)
David Craighead MaxwellCornerstone Investment Partners, LLC otherAristotle Capital Management, LLC otherOtherOct 26, 2017May 18, 2018 (204 d)
Keri Schaake HepburnInvesco Advisers, Inc. otherAristotle Capital Management, LLC otherOtherAug 2, 2017Jul 30, 2018 (362 d)
Tracy Ann Morante RobeniolUBS Financial Services Inc. wirehouseAristotle Capital Management, LLC otherOtherJul 25, 2017Oct 16, 2017 (83 d)
John ManleyWilliam Blair & Company L.L.C. otherAristotle Capital Management, LLC otherOtherMar 24, 2016Jul 17, 2018 (845 d)
William J. AverillLoomis, Sayles & Company, L.P. otherAristotle Capital Management, LLC otherOtherMay 21, 2015Oct 26, 2015 (158 d)
Michael Gregg SindiciNuveen Asset Management, LLC otherAristotle Capital Management, LLC otherOtherApr 8, 2014Oct 6, 2015 (546 d)
Andrew Michael CitronTradewinds Global Investors, LLC otherAristotle Capital Management, LLC otherOtherJan 8, 2014Apr 30, 2015 (477 d)
Ryan George HoranRhino Asset Management unclassifiedAristotle Capital Management, LLC otherOtherMay 16, 2012Mar 4, 2022 (3579 d)
Robert Reid WomackEvergreen Investment Management Co unclassifiedAristotle Capital Management, LLC otherOtherDec 31, 2009Dec 16, 2011 (715 d)
Michael Bevan CarrollBlackrock Investment Management, LLC otherAristotle Capital Management, LLC otherOtherMar 1, 2007Jul 7, 2015 (3050 d)
Geoffrey Scot StewartOppenheimer Asset Management otherAristotle Capital Management, LLC otherOtherAug 19, 2003Dec 5, 2017 (5222 d)
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21 moves match.