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Aristotle Atlantic Partners, LLC

489 5th Avenue, 10th Floor
New York, New York 10017
United States
 
Contact :      Brian Hansen
Phone :       212-804-7731
Fax :             310-478-8496
Email :         gplourde@aristotlecap.com
Web :           http://www.aristotleatlantic.com

Aristotle Atlantic Partners, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $50
Tax-Exempt Managed ($Mil) : $6
Taxable Assets Managed ($Mil) : $54
Year Founded : 2016
Wrap Programs Offered? : No
# of Accounts Managed : 39
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Aristotle Atlantic Partners, LLC History

Established in 4Q16, Aristotle Atlantic Partners, LLC (Aristotle Atlantic) is a U.S. registered investment adviser and manages U.S. Large Cap Growth and Core equity portfolios. The firm is one of four distinct and independent Aristotle affiliates which offer investment solutions by asset class/style. Collectively the four affiliates utilize a shared services platform of marketing, sales, operations, compliance and other professionals to support all Aristotle entities. The Aristotle Atlantic team has a long history of working together and has managed the strategies using the same philosophy and process for over a decade at Deutsche Bank Asset Management prior to founding Aristotle Atlantic Partners.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
41
$45.2
 
Limited Partnership :
0
$0.00
 
Foundations :
1
$2.8
ERISA :
0
$0.00
Unions, Taft-Hartley :
0
$0.00
Public :
0
$0.00
Others :
5
$12.4
Total # of Professional : 7 Analysts : 2
Portfolio Managers : 4 Traders : 0
Client Service : 0 Operation : 0

Aristotle Atlantic Partners, LLC Personnel

Mrs.  Carolyn Molloy

Data Preparer
Tel : 310-478-4005
Email: info@aristotlecap.com

Mr.  Joseph Benevento

General Partner
Tel :
Email: info@aristotlecap.com
Joseph Benevento is the Chief Investment Officer at Aristotle Atlantic. He has over 27 years of experience in investment management. Prior to joining Aristotle Atlantic, Joseph served as the Chief Investment Officer of the Americas at Deutsche Asset Management where he oversaw equity, fixed Income, multi-asset, currency and commodity strategies. Joseph was a member of the Deutsche Asset Management, Americas Asset Management Executive Committee and Deutsche Bank’s Global CIO Executive Committee. He was also a Portfolio Manager at Citigroup Asset Management. Joseph earned his Bachelor of Business Administration degree in Finance and Accounting from Baruch College.

Ms.  Genevieve Plourde

Marketing Director
Tel : 310-478-4005
Email: gplourde@aristotlecap.com
Geneviève Plourde is Senior Vice President at Aristotle Capital. Prior to joining Aristotle Capital, Geneviève was Senior Vice President of Client Service at Aletheia Research and Management, Inc., a Los Angeles-based registered investment advisor offering domestic and foreign strategies to institutional and retail clients worldwide. In her role, Geneviève was the first point of contact between Aletheia’s largest clients and the firm’s investment and corporate management teams. Prior to this, Geneviève spent six years at CIBC Asset Management Inc., one of Canada’s five largest banks, as Director of U.S. Equities and Alternative Investment Strategies focusing on manager research and due diligence for all of CIBC’s sub-advised retail products. Prior to CIBC, Geneviève was a Senior Analyst of Pension and Strategic Investments with RBC Financial Group. Her responsibilities included the oversight of pension assets for RBC’s employees globally, as well as other supplemental retirement investment portfolios. Geneviève began her career with Mercer Investment Consulting, where she was a Senior Analyst in their Toronto-based consulting practice. Geneviève earned her Bachelor of Arts degree in Economics with Great Distinction from Concordia University (Montréal, Canada). Geneviève is the recipient of the Governor General of Canada’s Academic Bronze Medal and the Concordia University Economics Medal. She is a CFA® charterholder, as well as a member of CFA Institute and Toronto Society of Financial Analysts (TSFA). Geneviève grew up in Montréal, Canada and lived in Toronto, Canada prior to relocating in the United States. She is fluent in French.

Mr.  Ranjit Sufi

General Manager
Tel : 310-478-4005
Email: info@aristotlecap.com
Ranjit Sufi is a Managing Director at Aristotle Capital. Prior to joining Aristotle Capital, Ranjit was an Executive Vice President with Martin Currie responsible for the North America marketplace. Prior to that, he was a Managing Director at Tradewinds Global Investors’ parent company Nuveen Investments, where he performed a similar role for the Nuveen affiliates. Before joining Nuveen, Ranjit served as a Managing Director at Nicholas-Applegate Capital Management, LLC, leading the firm’s institutional client service, sales, marketing and consultant relations efforts globally. Previous to that role, he was a Principal and Senior Client Relationship Officer with Barclays Global Investors, U.S. Institutional Group. His earlier experiences include serving as Director of Investment Management with AirTouch Communications and Manager of Corporate Finance and Capital Markets with Pacific Telesis Group. Ranjit earned his Bachelor of Science degree in Electrical Engineering from California State University, Fresno and his MBA from Pepperdine University.

Mr.  Patrick Schussman

General Manager
Tel : 949-681-2100
Email: info@aristotlecap.com
Patrick Schussman is Managing Director, Head of Advisory Distribution at Aristotle Capital. Prior to joining Aristotle Capital, Patrick held many positions in a 20-year career at Morgan Stanley and its predecessor firms. Most recently, he served in a dual role as the Consulting Group Western Division Director where he ran distribution of the firm’s fee-based advisory business in the Western U.S., and was the Director of Institutional Business Development for Graystone Consulting and the broader institutional consulting business of Morgan Stanley. Prior responsibilities at the firm included heading the Graystone Consulting business, serving as Investment Counselor to the ultra high net worth clients of Citi’s Private Bank, and supporting the managed account business of Financial Advisors as a Divisional Director, Regional Director, and Senior Divisional Analyst with Smith Barney’s Consulting Group. Prior to Morgan Stanley, Patrick conducted business valuations for privately held companies. He started his professional career at Wilshire Associates Pension Consulting Division, where he worked with some of the nation’s largest public and private pension plans. Patrick earned his Bachelor of Science degree in Business Administration/Finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar. He is a CFA® charterholder, CIMA® professional and Accredited Investment Fiduciary (AIF). Patrick is also a member of the CFA Institute, Investment Management Consultants Association (IMCA) and CFA Society of Los Angeles.

Aristotle Atlantic Partners, LLC Product Name

Large Cap Growth Equity:Privately Managed Accounts
Core Equity:Privately Managed Accounts
Focus Growth:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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