Raymond Jude Bertrand
Investment adviser representative at Aristotle Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$43.5BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Foreside Financial Services, LLCOct 2023 to now
- Imst Distributors, LLCOct 2019 to now
- Aristotle Capital Management, LLCSep 2019 to now
- SabbaticalDec 2018 to Aug 2019
- William BlairJul 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aristotle Capital Management, LLC
$43.5BAssets managed
5,167Clients
20Advisers
25 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
- 2949869
- Firm CRD
- 109876