Angeles Investment Advisors

RIASEC RegisteredEst. 2001

Total AUM

$7.3B

Discretionary

$6B

82% of AUM

Avg account

$119M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Angeles Investment Advisors is an SEC-registered, privately owned LLC that functions as an independent registered investment adviser and multi-faceted fund manager. Founded before 2001 and operating as a capital allocator, the firm combines portfolio management for individuals, pooled vehicles and institutions with sponsor and general partner roles for pooled investment vehicles. It also performs selection-of-adviser and pension consulting work and operates in a capacity consistent with commodity pool operator/commodity trading adviser activities. The firm serves both high-net-worth individuals and institutional clients and charges a mix of percentage-of-AUM, fixed and performance-based fees depending on the engagement. Angeles identifies as an active ESG investor and deploys both internally managed strategies and allocations to third-party alternative managers.