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Aristotle Capital Management, LLC 
 CA
  SEC # 860644

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360  SEC Filings
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  from  5/24/99  to  2/14/24  (6 Weeks Ago)

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Most-Recent Filing:    ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — Filed as:  Offerer / Owner — Re:  Equity Lifestyle Properties Inc. 
 
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notifications of all
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Filings
involving  Aristotle Capital Management, LLC 

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Forms
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, Documents
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& Exhibits
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 in  360 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/14/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G218
2/14/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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123
12/14/15 OLD3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD 2
3/24/08 OLDSC 13DOwnership:  Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  OLD 16
10/11/05 OLD4Ownership:  Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4  OLD 1

Form-Specific Documents: 
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2/14/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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62

General Exhibits: 
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10/11/05 OLDEX-24Power of Attorney  OLD 1
3/2/00 OLDEX-1Underwriting Agreement or Conflict Minerals Report  (or mislabeled “1st Exhibit”)  OLD 1

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


6 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  40 of 511  $44,444  
 NJ
 
Personal Cfo Solutions, LLC
2/9/2412/31/23  42 of 3,078  $195,832  
 FL
 
Corient Private Wealth LLC [ formerly CI Private Wealth, LLC ]
11/14/229/30/22  42 of 672  $163  
 CA
 
Corient Capital Partners, LLC
1/21/2212/31/21  NA of 56  NA  
 NJ
 
ShoreHaven Wealth Partners, LLC
8/14/206/30/20  NA of 175  NA  
 MA
 
Argent Wealth Management LLC
8/2/176/30/17  NA of 1,077  NA  
 TN
 
First Mercantile Trust Co.


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 12
2023 17
2022 19
2021 23
2020 13
2019 10
2018 11
2017 16
2016 9
2015 6
2014 4
2013 5
2012 6
2011 5
2010 6
2009 8
2008 26
2007 26
2006 29
2005 36
2004 22
2003 15
2002 14
2001 7
2000 12
1999 3

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