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| Happy Holidays!! thanks for using AUM13F!! |
| Angel Oak Capital Advisors LLC
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| CRD # | 151090 |
| SEC # | 801-70670 |
| CIK # | 0001613158 |
| AUM | $10.2 B (2025-04-30) |
| Employees | 74 (34% Investors, 31% Brokers) |
| Phone | 404-953-4900 |
| Address | 3344 Peachtree Road Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| New Residential Investment Corp | 3.2 | ||
| Kingstone Companies Inc | 2.1 | ||
| Annaly Capital Management Inc | 1.9 | ||
| Patriot National Bancorp Inc | 1.8 | ||
| Redwood Trust Inc | 1.6 | ||
| Ellington Financial LLC | 1.5 | ||
| First Citizens Bancshares Inc /DE/ | 1.5 | ||
| UMB Financial Corp | 1.4 | ||
| Greene County Bancorp Inc | 1.3 | ||
| Pennymac Mortgage Investment Trust | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Angel Oak BFNS 2021-1 LP | [2022-03-30] | 38.0 | 27.7 |
| HF | Angel Oak Real Estate Investment Fund IV-C LLC | [2022-03-30] | 107.0 | 21.1 |
| HF | Angel Oak Real Estate Investment Fund III LP | [2021-11-23] | 307.7 | 1,435.4 |
| HF | Angel Oak Real Estate Investment Fund III-C LLC | [2021-08-12] | 173.0 | 89.7 |
| HF | Angel Oak Financials Value Fund LP | [2020-11-17] | 7.6 | 9.7 |
| 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 | 46.7 |
| HF | Angel Oak Mortgage Income Opportunities Fund LLC | [2019-11-21] | 173.3 | 93.8 |
| 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 | 201.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.3 |
| (d) Investment companies | 11 | 5.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 9 | 1.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 10.2 |
| By Discretionary | ||
| Discretionary | 38 | 10.1 |
| Non-Discretionary | 1 | 0.1 |
| Total | 39 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 8.9 | |
| Total | 39 | 10.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Dory Black | 22 | ||
| Michael Fierman | 23 | ||
| Sreeni Prabhu | 22 | ||
| Dan Fazioli | 9 | ||
| Brad Friedlander | 14 | ||
| Sreeniwas Prabhu | 13 | ||
| John Duffy | 10 | ||
| Lawrence Hirsh | 9 | ||
| Howard Feinsand | 8 | ||
| Angel Oak Capital Partners LLC | 8 | ||
| Mike Fierman | 6 | ||
| Angel Oak Capital Advisors LLC | 5 | ||
| Lawrence Hirsch | 3 | ||
| Prabhu Sreeniwas | 2 | ||
| Kevin Parks | 2 | ||
| Fierman Michael | 1 | ||
| Municipal Portfolio Managers Inc | 1 | ||
| Capital Partners LLC Angel Oak | 1 | ||
| Howard Fiensand | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001613158] | |
| 3 | [0001613158] | |
| 4 | [0001613158] | |
| 5 | [0001613158] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Angel Oak Capital Advisors LLC
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|
GA | 10.2 |
|
Angel Oak Capital Partners II LLC
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|
GA | 0.0 |
|
Buckhead One Financial Opportunities LLC - Management Series
✚
|
GA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invesco Real Estate Management S RL
✚
|
13.5 | |
|
DRA Advisors LLC
✚
|
NY | 13.3 |
|
Ellington Management Group LLC
✚
|
CT | 12.3 |
|
Churchill Investment Management LLC
✚
|
NC | 10.0 |
|
Heitman Capital Management LLC
✚
|
IL | 8.4 |
|
Zimmer Partners LP
✚
|
NY | 7.9 |
|
Gresham Investment Management LLC
✚
|
NY | 6.8 |
|
GEM Capital LP
✚
|
IL | 6.2 |
|
CBRE Global Value Investors LLC
✚
|
NY | 6.1 |
|
Prospect Ridge Advisors LLC
✚
|
NY | 5.4 |