Walter Holman
Investment adviser representative at Aristotle Atlantic Partners, LLC
25 yearsExperience
1 stateRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Foreside Financial Services, LLCOct 2023 to now
- Aristotle Atlantic Partners, LLCOct 2022 to now
- Aristotle Capital Management, LLCJun 2022 to now
- Imst Distributors, LLCDec 2016 to Oct 2023
- Aristotle Atlantic Partners, LLCNov 2016 to Jun 2022
- Deutsche Bank Securities Inc.Jan 2001 to Nov 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aristotle Atlantic Partners, LLC
$2.2BAssets managed
359Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2760144
- Firm CRD
- 285721