AI
ANGELES INVESTMENT ADVISORS
SEC RegisteredSANTA MONICA, CAhttps://angelesinvestments.com310-393-6300
Assets Under Management
$5B–$25B
Employees
28
Office Locations
1 office
Total Accounts
61
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Services
Private funds / alternatives
HedgePrivate Equity
Who they serve
| 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
Howard David Perlow
MANAGING MEMBER
Michael A Rosen
MANAGING MEMBER
Sandra C Kridel
CHIEF ADMINISTRATIVE OFFICER
Stephen Thomas Smetana
CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
CA
SANTA MONICAHQ
Regulatory & compliance
CRD number
#110213
SEC Number
801-60042
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
angelesinvestments.comPhone
310-393-6300Find an advisor that fits
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Editorial disclosure
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.