Angeles Investment Advisors LLC

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Angeles Investment Advisors LLC ✚
CRD #	110213
SEC #	801-60042
CIK #	0001535695
AUM	7,272.4 M (2026-03-13)
Employees	28 (61% Investors, 0% Brokers)
Phone	310-393-6300
Address	429 Santa Monica Blvd Santa Monica, CA 90401
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Knife River Corp	0.0
	Everus Construction Group Inc	0.0
	MDU Resources Group Inc	0.0
	PepsiCo Inc	0.0

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
PE	Angeles Private Markets Fund 6 LP	[2026-03-13]	164.7 M	41.5 M
	Filed 2025-04-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Real Assets Fund 2 LP	[2025-03-28]	131.0 M	70.6 M
	Filed 2026-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Direct Equity Fund 2 LP	[2024-03-29]	144.0 M	266.0 M
	Filed 2024-07-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Angeles Private Credit Fund 3 LP	[2024-03-29]	221.0 M	84.3 M
	Filed 2025-11-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Direct Equity Fund 1 LP	[2023-03-31]	97.2 M	106.7 M
	Filed 2023-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Real Assets Fund 1 LP	[2023-03-31]	152.7 M	115.1 M
	Filed 2024-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Angeles Private Credit Fund 2 LP	[2022-03-31]	40.3 M	170.2 M
	Filed 2020-04-09 (D) · Exemption 506(b) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Private Markets Fund 5 LP	[2022-03-31]	91.3 M	157.2 M
	Filed 2019-08-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Angeles Private Credit Fund LP	[2021-03-30]	40.3 M	71.7 M
	Filed 2020-04-09 (D) · Exemption 506(b) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Angeles Private Markets Fund 4 LP	[2020-03-27]	30.9 M	183.5 M
	Filed 2020-11-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue 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)	5	0.2
(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	17	4.3
(g) Pension and profit sharing plans	6	0.4
(h) Charitable organizations	32	2.4
(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	7.3
By Discretionary
Discretionary	56	6.0
Non-Discretionary	5	1.3
Total	61	7.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		7.3
Total	61	7.3

Form D Directors	Role	# Filings	# Firms
Michael Rosen	Executive Officer	34	4
Angeles Investment Advisors LLC	Executive Officer	20	2
Howard Perlow	Executive Officer	20	2
Stephen Smetana	Executive Officer	12	2
Leslie Kautz	Executive Officer	9	2
Shana Barghouti	Executive Officer	6	2
Shana Mulkerin	Executive Officer	6	2
Nick Shaver	Executive Officer	5	2
Susan Lee	Executive Officer	3	2
Angeles Private Markets GP 3 LLC	Promoter	2	2
Angeles Private Markets GP 2 LLC	Promoter	2	1
Angeles Real Assets GP 1 LLC	Executive Officer, Promoter	2	1
Angeles Private Markets GP 4 LLC	Promoter	1	1
Angeles Private Credit Fund GP 3 LLC	Promoter	1	1
Angeles Private Markets GP 6 LLC	Promoter	1	1
Angeles Direct Equity GP 2 LLC	Promoter	1	1
Angeles Private Markets GP1 LLC	Promoter	1	1
Angeles Real Assets GP 2 LLC	Promoter	1	1
Angeles Private Credit Fund GP LLC	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001535695]

Firm Profile (Form ADV)
Discretionary AUM	$1.5B
Clients	13
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

Related Firms	State	AUM
Angeles Investment Advisors LLC ✚	CA	7,272.4 M
Angeles Wealth Management LLC ✚	CA	2,810.4 M

Comparable Firms	State	AUM
Tortoise Capital Advisors LLC ✚	KS	8,928.6 M
TIAA Kaspick LLC ✚	MA	8,737.9 M
Signature Financial Management Inc ✚	VA	7,570.3 M
Dimension Capital Management LLC ✚	FL	7,286.1 M
Cercano Management LLC ✚	WA	7,281.3 M
Prairie Capital Management Group LLC ✚	MO	7,127.5 M
Tag Associates LLC ✚	NY	7,067.5 M
J Safra Asset Management Corporation ✚	NY	6,257.4 M
1888 Investments LLC ✚	CO	5,914.7 M
Aetos Alternatives Management LP ✚	NY	5,796.7 M

Angeles Investment Advisors LLC

Assets, Funds, Holdings