ANGELES EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$120M
Accounts
10
Employees
30
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
281284
Registered since
May 30, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Angeles Equity Partners, LLC is a private equity manager that acts as sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (since 2017) and positions itself to run closed-end private funds and related pooled structures on behalf of institutional clients. Its advisory activity is concentrated on portfolio management for those pooled vehicles rather than serving as a broad capital allocator to outside managers. Investment activity centers on private-market strategies with expanded exposure to complementary alternative strategies. The firm charges a mix of percentage-of-AUM and performance-based fees, a structure typical for active private fund managers, and identifies itself as an active ESG investor—indicating ESG factors are folded into underwriting, monitoring and value-creation efforts across portfolio companies.

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

Owners & executives

1 of 1
  • ANNIE CHAU

    Chief Operating & Compliance OfficerCRD 4672780

Contacts

3 of 4
  • DORI KATZ

    TrusteeCRD 6932532

  • JORDAN KATZ

    Co-FounderCRD 4403097

  • TIMOTHY MEYER

    Co-Founder & Managing PartnerCRD 6574311

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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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
11150 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth