Angeles Family Office
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 338266
- Registered since
- January 8, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.53%
- Corporations / Businesses20.07%
- Charitable Organizations1.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Angeles Family Office is organized as an LLC and operates as an independent registered investment adviser. The firm is positioned as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Compensation is primarily a percentage of assets under management, supplemented by fixed fees. The firm is not classified as an active ESG investor and is identified as engaging in other financial product sales activity. The firm’s name and client mix indicate a family‑office orientation: it combines traditional wealth‑management services with an allocator role, directing capital into external managers and alternative funds on behalf of clients.
Assets & Accounts
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
- Private Funds67%
- Exchange Traded Equities16%
- Cash & Cash Equivalents12%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
2 of 2
Edward Lowndes
COOCRD 2778193

Adam Stern
Chief Executive OfficerCRD 2373185
Contacts
2 of 2
Allison Flume
Senior Managing DirectorCRD 4858431

Jason Oclaray
PresidentCRD 3270425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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