Angeles Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 159464
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Jordan Gross-richmond
DirectorCRD 6002160

Thomas Castillo
PartnerCRD 5712681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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