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| Angel Oak Capital Advisors LLC
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| |
|---|---|
| CRD # | 151090 |
| SEC # | 801-70670 |
| CIK # | 0001613158 |
| AUM | $10.4 BB (2024-07-19) |
| Employees | 78 (35% Investors, 27% Brokers) |
| Phone | 404-953-4900 |
| Address | 3344 Peachtree Road Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Angel Oak BFNS 2021-1 LP | [2022-03-30] | 38.0 | 30.1 |
| HF | Angel Oak Real Estate Investment Fund IV-C LLC | [2022-03-30] | 107.0 | 141.1 |
| HF | Angel Oak Real Estate Investment Fund III LP | [2021-11-23] | 78.0 | 1,584.0 |
| HF | Angel Oak Real Estate Investment Fund III-C LLC | [2021-08-12] | 173.0 | 151.7 |
| HF | Angel Oak Financials Value Fund LP | [2020-11-17] | 7.6 | 8.5 |
| HF | Angel Oak Mortgage Fund EU LLC | [2020-11-17] | 300.0 | 486.2 |
| HF | Angel Oak Real Estate Investment Fund II-C LLC | [2020-02-04] | 154.0 | 123.8 |
| HF | Angel Oak Mortgage Income Opportunities Fund LLC | [2019-11-21] | 173.3 | 361.0 |
| HF | Angel Oak Bridge Lending Fund LP | [2019-03-29] | 76.6 | 70.5 |
| HF | Angel Oak Real Estate Investment Fund II LP | [2019-03-29] | 50.0 | 193.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.3 |
| (d) Investment companies | 12 | 4.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 3.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 10.4 |
| By Discretionary | ||
| Discretionary | 48 | 10.3 |
| Non-Discretionary | 1 | 0.1 |
| Total | 49 | 10.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 7.9 | |
| Total | 49 | 10.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Dory Black | 17 | ||
| Michael Fierman | 23 | ||
| Sreeni Prabhu | 22 | ||
| Dan Fazioli | 9 | ||
| Brad Friedlander | 14 | ||
| Sreeniwas Prabhu | 13 | ||
| John Duffy | 10 | ||
| Lawrence Hirsh | 8 | ||
| Howard Feinsand | 8 | ||
| Angel Oak Capital Partners LLC | 8 | ||
| Mike Fierman | 6 | ||
| Angel Oak Capital Advisors LLC | 5 | ||
| Lawrence Hirsch | 3 | ||
| Kevin Parks | 2 | ||
| Prabhu Sreeniwas | 2 | ||
| Municipal Portfolio Managers Inc | 1 | ||
| Capital Partners LLC Angel Oak | 1 | ||
| Howard Fiensand | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001613158] | |
| 4 | [0001613158] | |
| 5 | [0001613158] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Angel Oak Capital Advisors LLC
✚
|
GA | 10.4 |
|
Angel Oak Capital Partners II LLC
✚
|
GA | 0.0 |
|
Buckhead One Financial Opportunities LLC - Management Series
✚
|
GA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cerity Partners OCIO LLC
✚
|
NY | 15.0 |
|
Waverly Advisors LLC
✚
|
AL | 10.1 |
|
Ancora Advisors LLC
✚
|
OH | 4.3 |
|
Family Management Corporation
✚
|
NY | 3.6 |
|
True North Advisors LLC
✚
|
TX | 3.3 |
|
Highmore Capital LLC
✚
|
NY | 2.7 |
|
Wellesley Asset Management Inc
✚
|
NH | 2.1 |
|
Howard Financial Services Ltd
✚
|
TX | 1.3 |
|
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
|
ANDA Asset Management Co Ltd
✚
|
1.0 |