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| Angel Oak Capital Advisors LLC
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| 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 ($B) |
|---|
| CIK | Period |
|---|---|
| 0001613158 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Prosperity Bancshares Inc | 0.9 | ||
| Bank7 Corp | 0.9 | ||
| First United Corp/Md/ | 0.9 | ||
| SCBT Financial Corp | 0.7 | ||
| Columbia Banking System Inc | 0.7 | ||
| Pinnacle Financial Partners Inc | 0.6 | ||
| Servisfirst Bancshares Inc | 0.6 | ||
| FS Bancorp Inc | 0.6 | ||
| Eagle Bancorp Inc | 0.5 | ||
| Nicolet Bankshares Inc | 0.4 | ||
| New York Community Bancorp Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 |
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|
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|
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|
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|
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|
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|
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|
5,787.7 M | |
|
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