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| Angeles Investment Advisors LLC
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| CRD # | 110213 |
| SEC # | 801-60042 |
| CIK # | 0001535695 |
| AUM | $7.1 B (2025-04-23) |
| Employees | 29 (59% Investors, 0% Brokers) |
| Phone | 310-393-6300 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Knife River Corp | 0.0 | ||
| MDU Resources Group Inc | 0.0 | ||
| Everus Construction Group Inc | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Angeles Real Assets Fund 2 LP | 2025-03-28 | 17.6 | |
| PE | Angeles Direct Equity Fund 2 LP | [2024-03-29] | 144.0 | 135.7 |
| Other | Angeles Private Credit Fund 3 LP | [2024-03-29] | 211.1 | 37.3 |
| PE | Angeles Direct Equity Fund 1 LP | [2023-03-31] | 97.2 | 110.6 |
| PE | Angeles Real Assets Fund 1 LP | [2023-03-31] | 152.7 | 95.1 |
| Other | Angeles Private Credit Fund 2 LP | [2022-03-31] | 40.3 | 143.7 |
| PE | Angeles Private Markets Fund 5 LP | [2022-03-31] | 91.3 | 100.4 |
| Other | Angeles Private Credit Fund LP | [2021-03-30] | 40.3 | 80.0 |
| PE | Angeles Private Markets Fund 4 LP | [2020-03-27] | 30.9 | 145.4 |
| Other | Angeles Diversified Income Fund LLC | [2019-03-28] | 1,204.5 | 812.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 4.2 |
| (g) Pension and profit sharing plans | 7 | 0.4 |
| (h) Charitable organizations | 32 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 7.1 |
| By Discretionary | ||
| Discretionary | 56 | 5.8 |
| Non-Discretionary | 5 | 1.3 |
| Total | 61 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 61 | 7.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Rosen | 33 | |||
| Howard Perlow | 19 | |||
| Angeles Investment Advisors LLC | 19 | |||
| Stephen Smetana | 12 | |||
| Leslie Kautz | 9 | |||
| Shana Mulkerin | 6 | |||
| Shana Barghouti | 5 | |||
| Susan Lee | 3 | |||
| Angeles Private Markets GP 3 LLC | 2 | |||
| Angeles Private Markets GP 2 LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535695] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Angeles Investment Advisors LLC
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|
CA | 7.1 |
|
Angeles Wealth Management LLC
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|
CA | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SignatureFD LLC
✚
|
GA | 8.3 |
|
Procyon Advisors LLC
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|
CT | 7.8 |
|
Signature Financial Management Inc
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|
VA | 7.3 |
|
AB Private Credit Investors LLC
✚
|
TX | 7.2 |
|
TAG Associates LLC
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|
NY | 7.1 |
|
Chilton Investment Services LLC
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|
CT | 6.9 |
|
Prairie Capital Management Group LLC
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|
MO | 6.7 |
|
Dimension Capital Management LLC
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|
FL | 6.6 |
|
1888 Investments LLC
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|
CO | 5.8 |
|
Baron Capital Management Inc
✚
|
NY | 5.8 |