Managing Member, Chief Investment Officer, Partner · Angeles Investment Advisors
Michael A. Rosen
CRD 1621336 · Named on Form ADV at 2 SEC-registered advisers
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 Michael A. Rosen on its Form ADV as Managing Member, Chief Investment Officer, Partner, a control person. The SEC filings also name Michael at 1 other registered adviser.
Firms and roles
- Angeles Investment AdvisorsManaging Member, Chief Investment Officer, PartnerPrivate fund adviser · Santa Monica, CA · $7.3B in regulatory assets
- Angeles Wealth Management, LLCManaging MemberWealth manager · Santa Monica, CA · $2.8B in regulatory assets
AtlasMembers
Michael’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (16)
- Howard D. PerlowManaging Member, Chief Executive 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
- William W YungManaging Director, Private Markets, Partner, Angeles Investment Advisors
11 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.