ANGEL OAK CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 151090
- Registered since
- October 14, 2009
- Website
- angeloakcapital.com
- Custodians
- U.S. BANK, N.A., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies60.03%
- Pooled Investment Vehicles16.54%
- Insurance Companies12.57%
- Pension & Profit Sharing Plans9.11%
- Banking / Thrift Institutions1.23%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Angel Oak Capital Advisors, LLC is structured as an LLC and operates as a hedge-fund adviser. The firm has been SEC-registered since 2009 and primarily serves institutional clients. Its advisory work spans portfolio management for investment companies, pooled investment vehicles and institutional/business clients, and it also performs selection of other advisers. The firm can act as sponsor, general partner or managing member of pooled vehicles and charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. Angel Oak identifies as a non-ESG-active adviser and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other70%
- Investment Grade Corp Bonds24%
- Derivatives4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5MANMOHAN SINGH
Group Chief Financial OfficerCRD 5018791
William Eldredge
Chief Compliance OfficerCRD 7655117
TIMOTHY SAUNDERS
Chief Legal Officer and General CounselCRD 7050957
Contacts
2 of 2SREENIWAS PRABHU
OwnerCRD 4124628
ALFRED LEE
Associate Vice PresidentCRD 6509449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$63.3M in ETFs
73%
$45.9M
22%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $39.3M | 1,926,396 | 62.16% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 980 Hammond Dr
- Time zone
- ET (UTC-5)
- Office locations
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