ANGELL CAPITAL MANAGEMENT, LLC

Overview

Angell Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individuals, families and small business clients, with a modest institutional footprint. The firm runs a fee model that combines a percentage of assets under management with fixed fees and delivers financial planning and portfolio management services. Filings show the firm operates with a non-discretionary mandate across its advisory relationships, meaning clients retain final trading authority while the adviser recommends allocations and implements model-driven guidance. Investment activity centers on pooled public vehicles, with a clear preference for mutual funds and other public funds as the primary building blocks of client portfolios. The firm is not positioned as a capital allocator or sponsor of its own external private funds; instead it sources exposure through third-party managers. Angell Capital is not an active ESG investor per its filings and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices