Head of Ocio, Partner · Angeles Investment Advisors
David R. Brief
CRD 7522197 · Named on Form ADV at one SEC-registered adviser
At a glance
Angeles Investment Advisors, an SEC-registered private fund adviser based in Santa Monica, CA with $7.3 billion in regulatory assets, lists David R. Brief on its Form ADV as Head of Ocio, Partner.
Firms and roles
- Angeles Investment AdvisorsHead of Ocio, PartnerPrivate fund adviser · Santa Monica, CA · $7.3B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (9)
- Howard D. PerlowManaging Member, Chief Executive Officer, Partner, Angeles Investment Advisors
- Michael A. RosenManaging Member, Chief Investment Officer, Partner, Angeles Investment Advisors
- Sandra C KridelChief Administrative Officer, Partner, Angeles Investment Advisors
- Anna L. McGibbonsSenior Managing Director, Partner, Angeles Investment Advisors
- Michael BurlonSenior Managing Director, Portfolio Strategy and Research, Partner, Angeles Investment Advisors
4 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.