Private fund adviser · Santa Monica, CA
Angeles Investment Advisors
Angeles Investment Advisors, LLC. · SEC-registered investment adviser · CRD 110213 · SEC 801-60042
At a glance
Angeles Investment Advisors is an SEC-registered investment adviser based in Santa Monica, California, with $7.3 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 5 individual clients. By Form ADV it is a private fund adviser, ranked 754th of 4,686 private fund advisers and 1,654th of 17,210 SEC-registered advisers by assets.
Main office 310-393-6300angelesinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.3B
- Rank among private fund advisers
- #754 of 4,686
- Rank among all SEC RIAs
- #1,654 of 17,210
- Rank in California
- #173 of 1,873
- Individual clients
- 5
- High-net-worth clients
- 5
- Accounts
- 61
- Discretionary
- 82% of AUM
- Employees
- 28
- Advisory staff
- 17
- Offices
- 1
Owners and executives on its Form ADV
- Howard D. PerlowManaging Member, Chief Executive Officer, Partner
- Michael A. RosenManaging Member, Chief Investment Officer, Partner
- Sandra C KridelChief Administrative Officer, Partner
- Anna L. McGibbonsSenior Managing Director, Partner
- Michael BurlonSenior Managing Director, Portfolio Strategy and Research, Partner
- William W YungManaging Director, Private Markets, Partner
- Derrick CruzPresident & CEO of Apic
- Evgenia RaikhManaging Director, Private Markets, Partner
- David R. BriefHead of Ocio, Partner
- Nicholas D. ShaverChief Compliance Officer, Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 17 | $4.3B | 58% |
| Charitable organizations | 32 | $2.4B | 33% |
| Pension and profit sharing plans | 6 | $389M | 5% |
| High-net-worth individuals | 5 | $157M | 2% |
| Corporations or other businesses | 1 | $63M | <1% |
Private funds
Angeles Investment Advisors reports 17 private funds with $4.0B in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Angeles Investment Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗angelesinvestments.com ↗
AtlasMembers
The full record on Angeles Investment Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,161 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Angeles Investment Advisors manage?
Angeles Investment Advisors reports $7.3 billion in regulatory assets under management across 61 accounts, 82% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Angeles Investment Advisors?
Angeles Investment Advisors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Angeles Investment Advisors’s clients?
By assets, its largest client types are pooled investment vehicles ($4.3 billion, 17 clients); charitable organizations ($2.4 billion, 32 clients); pension and profit sharing plans ($389 million, 6 clients).
Does Angeles Investment Advisors manage private funds?
Yes. It reports 17 private funds with $4.0 billion in gross assets, including hedge funds, private equity funds, other private funds.
Does Angeles Investment Advisors have any disciplinary history?
Angeles Investment Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Angeles Investment Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →