Angeles Partners LLC

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$264K
Accounts
8
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
159464
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Other
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Angeles Partners LLC is a small, equity-focused advisory firm that provides portfolio management services to individuals and small businesses. The firm’s filings indicate a clear preference for exchange-traded equities as the primary building block of client portfolios, supported by discretionary management authority across its assets. Angeles Partners positions itself to use liquid, tradable instruments for core exposure while also allocating selectively to less liquid, higher-return strategies through third‑party alternative managers. The firm reports its advisory activity as portfolio management for individuals and small businesses and operates as an individually owned limited liability company. Fee arrangements are listed as “other,” which suggests non-standard or negotiated fee schedules rather than a single publicized model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 1%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Jordan Gross-richmond

    Jordan Gross-richmond

    DirectorCRD 6002160

  • Thomas Castillo

    Thomas Castillo

    PartnerCRD 5712681

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth