Investment adviser · CRD 110213
ANGELES INVESTMENT ADVISORS
ANGELES INVESTMENT ADVISORS, LLC.
SANTA MONICA, CA, United States · Form ADV filed Jul 1, 2024
- Regulatory AUM
- $6.42B Form ADV · Item 5.F
- Client accounts
- 60 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $8,702,320,852 | 28 | Mar 31, 2022 |
| 2022 | $6,205,814,983 | 33 | Mar 31, 2023 |
| 2023 | $6,415,145,168 | 33 | Mar 29, 2024 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 14 | $4,371,015,764 | 68.1% |
| Charities | 32 | $1,439,837,465 | 22.4% |
| Retirement plans | 8 | $418,873,782 | 6.5% |
| High-net-worth individuals | 5 | $133,350,096 | 2.1% |
| Corporations & businesses | Fewer than 5 | $52,068,061 | 0.8% |
Filing source
Form ADV 1886735 · Jul 1, 2024 · Item 5.D
Reported by ANGELES INVESTMENT ADVISORS, LLC. (CRD 110213).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 selected fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
ANGELES PRIVATE CREDIT FUND LPOther Private Fund$99.3MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-7128515482
- Reported beneficial owners
- 37
- Minimum commitment
- $1M
- Form D file number
- 021-364679
Form ADV 1886735 · Jul 1, 2024 · Schedule D 7.B.(1)
Reported by ANGELES INVESTMENT ADVISORS, LLC. (CRD 110213).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 29, 2024 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1886735 · Jul 1, 2024 · Items 1 & 5
Reported by ANGELES INVESTMENT ADVISORS, LLC. (CRD 110213).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $5.19B
- Non-discretionary
- $1.22B
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
429 SANTA MONICA BLVD., SUITE 650SANTA MONICA, CA, 90401, United States
CRD 110213
Filing source
Form ADV 1886735 · Jul 1, 2024 · Items 1 & 5
Reported by ANGELES INVESTMENT ADVISORS, LLC. (CRD 110213).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.