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Keri Schaake Hepburn

Aristotle Capital Management, LLC

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About Keri Schaake Hepburn

Keri Hepburn is an investment advisor representative for Aristotle Capital Management, LLC. Keri has been in the financial services industry since 1996. Keri is registered with the state of Massachusetts and holds the Series 65, 63, 3 and 7 licenses. Keri has experience working with a variety of clients, including corporations, pooled investment vehicles, pension and profit-sharing plans, and individuals.

Firm Information

Keri Hepburn is currently registered with Aristotle Capital Management, LLC. Aristotle Capital Management, LLC is an investment advisor headquartered in Los Angeles, California. They manage a total of $43.67 billion in assets for a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They are also a participant in wrap fee programs.
Aristotle Capital Management, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025-0449

$43.67B

Assets Under Management

43

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Keri Hepburn’s Registration & Firm History

MA

07/30/2018 - Present

Aristotle Capital Management, LLC (BOSTON MA)

MA

02/15/2018 - 10/24/2023

IMST DISTRIBUTORS, LLC (Boston MA)

MA

12/07/2007 - 08/02/2017

INVESCO DISTRIBUTORS, INC. (BOSTON MA)

MA

07/15/2005 - 12/07/2007

AT INVESTOR SERVICES, INC. (BOSTON MA)

GA

07/28/1998 - 07/15/2005

AMVESCAP SERVICES, INC. (ATLANTA GA)

TX

10/12/1995 - 12/31/1997

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 06/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2008

Series 3 - National Commodity Futures Examination

BC

Issued 10/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keri Schaake Hepburn.
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