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William J. Averill

Aristotle Capital Management, LLC

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About William J. Averill

William Averill is an Investment Adviser Representative with Aristotle Capital Management, LLC based in Los Angeles, California. William Averill is licensed to advise on investments in several states, including Massachusetts, where William Averill is also registered as an Investment Adviser Representative. William Averill has been in the investment industry since 2005 and has a strong background in securities and futures. Before joining Aristotle Capital Management, LLC, William Averill worked with IMST Distributors, LLC and Loomis Sayles Distributors, L.P.. William Averill is also a board member of the South Boston Boys and Girls Club.

Firm Information

William Averill 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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William Averill’s Registration & Firm History

CA

10/26/2015 - Present

Aristotle Capital Management, LLC (LOS ANGELES CA)

MA

08/05/2015 - 10/24/2023

IMST DISTRIBUTORS, LLC (Boston MA)

MA

11/15/2005 - 05/21/2015

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William J. Averill.
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