Angel Oak Capital Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 151090
- Registered since
- October 14, 2009
- Website
- angeloakcapital.com
- Custodians
- U.S. BANK, N.A., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies60.03%
- Pooled Investment Vehicles16.54%
- Insurance Companies12.57%
- Pension & Profit Sharing Plans9.11%
- Banking / Thrift Institutions1.23%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Angel Oak Capital Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2009. It positions itself as a hedge-fund-oriented manager serving institutional clients and runs fee arrangements that include percentage-of-AUM, fixed fees and performance-based fees. The firm’s advisory mandate covers portfolio management for investment companies and pooled vehicles, management of institutional and business portfolios, and the selection of other advisers. Angel Oak also serves as an adviser and sponsor and acts as a general partner or managing member for pooled investment vehicles.
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
- Other70%
- Investment Grade Corp Bonds24%
- Derivatives4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Manmohan Singh
Group Chief Financial OfficerCRD 5018791
William Eldredge
Chief Compliance OfficerCRD 7655117
Timothy Saunders
Chief Legal Officer and General CounselCRD 7050957
Contacts
2 of 2Sreeniwas Prabhu
OwnerCRD 4124628
Alfred Lee
Associate Vice PresidentCRD 6509449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$54.6M in ETFs
74%
$40.1M
18%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $36.4M | 1,787,193 | 66.74% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 980 Hammond Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Asset Preservation Advisors, LLC
RIAAtlanta, GA
Advisory Services Network
RIAAtlanta, GA
Openarc Corporate Advisory, LLC
RIAAtlanta, GA
SignatureFD, LLC
RIAAtlanta, GA
Crawford Investment Counsel Inc
RIAAtlanta, GA
Atlanta Consulting Group Advisors, LLC
RIAAtlanta, GA