Angeles Investment Advisors

RIASEC Registered

Total AUM

$7.3B

Discretionary

$6B

82% of AUM

Avg account

$119M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Santa Monica, California
CRD number: 110213
Registered since: February 20, 2001
Website: www.angelesinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles58.49%
Charitable Organizations33.15%
Pension & Profit Sharing Plans5.34%
HNWI2.16%
Corporations / Businesses0.86%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Angeles Investment Advisors is an SEC-registered investment adviser (registered in 2001) that combines multi-asset advisory for private clients with active fund management and third-party allocations. The firm operates as a limited liability company and describes itself as a multifaceted fund manager that runs private equity and hedge fund strategies in addition to functioning as an independent RIA and other fund provider. Angeles acts as a capital allocator for both individuals/families and institutional clients, offering portfolio management for separate accounts and pooled vehicles, pension consulting, and the selection of third‑party advisers. Its business activities also include CPO/CTA functions, and the firm reports an active ESG investing stance. Angeles uses a blended fee model—percentage of AUM, fixed fees, and performance-based fees are all part of its pricing toolbox—which aligns with its role managing private funds and alternative strategies alongside discretionary portfolios.