Angeles Investment Advisors
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
FINTRXOverview
Angeles Investment Advisors LLC is an SEC-registered investment adviser (since 2001) that operates as a hybrid manager: an independent RIA that also sponsors and runs pooled vehicles across hedge fund and private equity structures. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, offering portfolio management for individuals, pooled vehicles and institutions, plus pension consulting and manager selection. Fee arrangements include percentage-of-assets, fixed fees and performance-linked compensation. Angeles reports activity as a CPO/CTA and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds64%
- Private Funds23%
- US Government Bonds7%
- Cash & Cash Equivalents4%
- Other2%
Owners & executives
3 of 5
Howard Perlow
Chief Executive OfficerCRD 2161614
Nicholas Shaver
Co-Chief Compliance OfficerCRD 8078893
Stephen Smetana
Chief Compliance Officer & Chief Operating OfficerCRD 2729443
Contacts
3 of 6
Anna Mcgibbons
Senior Managing Director, PartnerCRD 5000093
Michael Burlon
Senior Managing DirectorCRD 5387432
William Yung
Director, Private Markets & PartnerCRD 5177827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$1.6B in ETFs
98%
$1.6B
<1%
$27.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $920M | 1,339,649 | 56.09% |
Location
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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