Angellist Asset Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$15.1M
Accounts
23
Employees
10
Advisory reps
5

Firm details

Headquarters
Seattle, Washington
CRD number
330361
Registered since
March 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.62%
  • Investment Companies2.38%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Angellist Asset Management, LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm positions itself as a private equity fund manager serving institutional clients and operates with a fee mix of percentage-of-AUM and performance-based fees. Its advisory permissions include portfolio management for investment companies and for pooled investment vehicles, and the firm also functions as a sponsor/GP and managing member of pooled vehicles. Angellist does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Annie Kong

    Annie Kong

    Chief Compliance OfficerCRD 7828581

  • Abraham Othman

    CEOCRD 7880507

  • Erik Syvertsen

    Erik Syvertsen

    Chief Legal OfficerCRD 7091302

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Contacts

1 of 1
  • Huoyming Yeh

    Huoyming Yeh

    Founder and Managing PartnerCRD 2794441

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
140 Lakeside Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth