ANGELES INVESTMENT ADVISORS
SEC RegisteredPassion. Integrity. Results.
About the firm
Founded in 2001, Angeles Investments is a multi-asset investment firm building customized portfolios for institutional and private wealth investors. Working as a seamless extension of its clients, the firm offers proprietary research and portfolio implementation along with comprehensive back office support. Angeles is 100% employee owned and B Corp certified, with $44.9 billion in assets as of March 31, 2026.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced investment office (OCIO) and advisory services including investment management, customized portfolio construction, proprietary research, portfolio implementation, comprehensive back office support, complex wealth planning, family legacy and strategic philanthropy, and mission related investing
Who they serve
Institutional investors and private wealth/family office clients
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $157M |
| Pension/Profit Sharing Plans | 17 | $4.3B |
| Charitable Organizations | 6 | $389M |
| State/Municipal Entities | 32 | — |
13 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANGELES INVESTMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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