ANGELENO GROUP, LLC

RIASEC RegisteredEst. 2021
Total AUM
$577M
Discretionary
$577M
100% of AUM
Avg account
$52.4M
Accounts
11
Employees
12
Advisory reps
3

Firm details

Headquarters
Beverly Hills, California
CRD number
159677
Registered since
September 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Angeleno Group, LLC is a manager focused on pooled investment vehicles with a clear tilt toward private markets. The firm operates as a sponsor and general partner for its funds, running strategies that combine venture capital and hedge fund approaches while incorporating institutional-style portfolio construction and monitoring. It charges a combination of asset-based fees and performance-based fees, consistent with active manager compensation structures used for closed-end and limited partnership vehicles. Investment activity centers on direct and fund-of-funds exposure to early-stage and growth-stage companies, supplemented by liquid hedge strategies and commodity or energy allocations. The firm reports being an active ESG investor, which it applies across sourcing, due diligence and ongoing portfolio oversight for its pooled vehicles. Its client base is institutional, and its advisory mandate is limited to portfolio management for pooled investment vehicles rather than separate account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • DANIEL WEISS

    Managing Partner & Co-FounderCRD 5832841

  • YANIV TEPPER

    Co-Founder and Managing PartnerCRD 2690686

  • ANAND TALREJA

    CCO, Senior Vice PresidentCRD 5235283

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9884 S Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth