Angel Oak Capital Advisors LLC

Search
⚲

Angel Oak Capital Advisors LLC ✚
CRD #	151090
SEC #	801-70670
CIK #	0001613158
AUM	11.49 B (2026-03-31)
Employees	78 (31% Investors, 29% Brokers)
Fees
Minimum
Phone	404-953-4900
Address	980 Hammond Drive Atlanta, GA 30328
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	Patriot National Bancorp Inc	4.1
	Kingstone Companies Inc	1.6
	UMB Financial Corp	1.5
	M&T Bank Corp	1.5
	First Citizens Bancshares Inc /DE/	1.4
	Ellington Financial LLC	1.4
	Greene County Bancorp Inc	1.4
	Plumas Bancorp	1.3
	Citigroup Inc	1.2
	Pennymac Mortgage Investment Trust	0.9
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Angel Oak BFNS 2021-1 LP	[2022-03-30]	38.0 M	27.7 M
	Filed 2021-06-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Angel Oak Real Estate Investment Fund IV-C LLC	[2022-03-30]	107.0 M	13.3 M
	Filed 2023-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Real Estate Investment Fund III LP	[2021-11-23]	307.7 M	1,361.2 M
	Filed 2023-09-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Real Estate Investment Fund III-C LLC	[2021-08-12]	173.0 M	78.3 M
	Filed 2023-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Financials Value Fund LP	[2020-11-17]	7.7 M	10.4 M
	Filed 2025-10-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Mortgage Fund EU LLC	[2020-11-17]	300.0 M	486.2 M
	Filed 2019-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Angel Oak Real Estate Investment Fund II-C LLC	[2020-02-04]	154.0 M	40.6 M
	Filed 2020-11-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Mortgage Income Opportunities Fund LLC	[2019-11-21]	173.3 M	67.4 M
	Filed 2022-07-01 (D/A) · Exemption 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Bridge Lending Fund LP	[2019-03-29]	76.6 M	70.5 M
	Filed 2022-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Angel Oak Real Estate Investment Fund II LP	[2019-03-29]	108.9 M	142.0 M
	Filed 2019-10-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.1
(d) Investment companies	11	6.9
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	1.9
(g) Pension and profit sharing plans	0	1.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.1
(k) Insurance companies	10	1.4
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	39	11.5
By Discretionary
Discretionary	37	11.3
Non-Discretionary	2	0.1
Total	39	11.5
By Non-United States Persons
Non-United States Persons		1.1
United States Persons		10.4
Total	39	11.5

Form D Directors	Role	# Filings	# Firms
Dory Black	Director, Executive Officer	24	5
Christine Jurinich	Director	45	4
Michael Fierman	Executive Officer	24	3
Sreeni Prabhu	Executive Officer	23	3
Dan Fazioli	Executive Officer	9	3
Greg Kennedy	Director	4	3
Brandon Filson	Executive Officer	3	3
Brad Friedlander	Director, Executive Officer	15	2
Sreeniwas Prabhu	Director, Executive Officer	13	2
John Duffy	Executive Officer	10	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001613158]
3	[0001613158]
4	[0001613158]
5	[0001613158]

Firm Profile (Form ADV)
Discretionary AUM	$1.1B
Serves	Institutional
Fund Types	Hedge Fund, Real Estate
LEI	549300P8D8LB2NFYZM12

Form 3/4/5 Subject	2011 - 2026
Angel Oak Dynamic Financial Strategies Income Term Trust
Angel Oak Capital Advisors LLC
Angel Oak Financial Strategies Income Term Trust
Angel Oak Strategic Credit Fund

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Angel Oak Financial Strategies Income Term Trust FINS Angel Oak Financial Strategies Income Term Trust	2021-01-08	Sell	35.69	$16.07	574
Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Angel Oak Dynamic Financial Strategies Income Term Trust	2021-01-08	Sell	31.77	$17.77	565
Angel Oak Financial Strategies Income Term Trust FINS Angel Oak Financial Strategies Income Term Trust	2020-12-22	Sell	5,527.40	$16.43	90,815
Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Angel Oak Dynamic Financial Strategies Income Term Trust	2020-12-22	Sell	5,121.18	$18.28	93,615
Angel Oak Strategic Credit Fund ASCIX Angel Oak Strategic Credit Fund	2020-12-18	Sell	4,966.15	$22.87	113,576
Angel Oak Strategic Credit Fund ASCIX Angel Oak Strategic Credit Fund	2017-12-26	Buy	4,000	$25.00	100,000

Related Firms	State	AUM
Angel Oak Capital Advisors LLC ✚	GA	11.49 B
Angel Oak Capital Partners II LLC ✚	GA
Buckhead One Financial Opportunities LLC - Management Series ✚	GA

Comparable Firms	State	AUM
AB CarVal Investors LP ✚	MN	18.44 B
DRA Advisors LLC ✚	NY	14.42 B
Churchill Investment Management LLC ✚	NC	12.14 B
Gresham Investment Management LLC ✚	NY	8,551.1 M
TXRE Advisers LLC ✚	TX	6,365.3 M
Gem Capital LP ✚	IL	6,282.1 M
Heitman Capital Management LLC ✚	IL	6,086.5 M
Prospect Ridge Advisors LLC ✚	NY	5,809.4 M
Chenavari Credit Partners LLP ✚		5,787.7 M
Zimmer Partners LP ✚	NY	5,238.0 M

Angel Oak Capital Advisors LLC

Assets, Funds, Holdings