Angeles Investment Advisors
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 110213
- Registered since
- February 20, 2001
- Website
- www.angelesinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles58.49%
- Charitable Organizations33.15%
- Pension & Profit Sharing Plans5.34%
- HNWI2.16%
- Corporations / Businesses0.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Angeles Investment Advisors is an independent investment manager organized as an LLC and registered with the SEC since 2001. The firm functions both as an adviser and as a multifaceted fund manager, operating across private equity, hedge funds and other pooled vehicles while also serving as a capital allocator. Its client base includes high‑net‑worth individuals and families as well as institutional clients. Advisory services cover portfolio management for individuals and pooled vehicles, selection of other advisers, and pension consulting; the firm also lists CPO/CTA activity and acts as a GP/managing member for pooled investment vehicles. Fee arrangements include asset‑based fees, fixed fees and performance fees. Angeles identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds59%
- Private Funds24%
- US Government Bonds8%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Howard Perlow
Chief Executive OfficerCRD 2161614
Nicholas Shaver
Co-Chief Compliance OfficerCRD 8078893
Derrick Cruz
Partner and Chief Executive OfficerCRD 3204161
Contacts
3 of 6
Anna Mcgibbons
Senior Managing Director, PartnerCRD 5000093
Michael Burlon
Senior Managing DirectorCRD 5387432
William Yung
Director, Private Markets & PartnerCRD 5177827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$1.6B in ETFs
98%
$1.6B
<1%
$27.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $920M | 1,339,649 | 56.09% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, 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
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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