Angeles Investment Advisors, LLC.
● SEC registered since 2001CRD 110213SEC# 801-60042Santa Monica, CA
Ranks #1,048 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$7.27B
Fund GAV
$3.99B
Private funds
17
Employees
28
Accounts
61
Location
Santa Monica, CA
About Angeles Investment Advisors
Angeles Investments operates as an outsourced investment office for institutions and private wealth clients, combining OCIO and advisory capabilities with family office services. The firm emphasizes governance frameworks, investment management, and mission-related investing.
Summary based on the firm’s website.
Angeles Investment Advisors, LLC. assets under management
Angeles Investment Advisors, LLC. is an investment advisory firm registered with the SEC based in Santa Monica, CA. The firm has been registered since 2001. It reports $7.3 billion in regulatory assets under management and employs 28 people. Angeles Investment Advisors, LLC. manages 17 private funds with combined gross assets of $4 billion, including Angeles Global Equity Opportunities Fund LLC. By regulatory assets, it ranks 1,048 of 5,974 private fund managers.
Angeles Investment Advisors, LLC. private funds
17 funds · $3.99B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Angeles Global Equity Opportunities Fund LLC | Other Private | $1.72B | $1M |
| Angeles Diversified Income Fund LLC | Other Private | $534.3M | $1M |
| Angeles Direct Equity Fund 2 LP | Private Equity | $266M | $1M |
| Angeles Private Markets Fund 4 LP | Private Equity | $183.5M | $1M |
| Angeles Private Credit Fund 2 LP | Other Private | $170.2M | $1M |
| Angeles Private Markets Fund 5 LP | Private Equity | $157.2M | $1M |
| Angeles Private Markets Fund 2 LP | Private Equity | $134.5M | $1M |
| Angeles Private Markets Fund 3 LP | Private Equity | $127.4M | $1M |
| Angeles Real Assets Fund 1 LP | Private Equity | $115.1M | $1M |
| Angeles Direct Equity Fund 1 LP | Private Equity | $106.7M | $1M |
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Join to unlock · $37/moAngeles Investment Advisors, LLC. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Azelton | Managing Director, Partner | Under 5% | 2017 |
| Anna Louise McGibbons | Senior Managing Director, Partner | Under 5% | 2016 |
| David Robert Brief | Head Of Ocio, Partner | Under 5% | 2021 |
| Derrick Cruz | President & Ceo Of Apic | Under 5% | 2023 |
| Evgenia Raikh | Managing Director, Private Markets, Partner | Under 5% | 2021 |
| Gina F Cadei | Managing Director, Operations, Partner | Under 5% | 2024 |
| Howard David Perlow Control | Managing Member, Chief Executive Officer, Partner | 25-50% | 2001 |
| Michael Adam Rosen Control | Managing Member, Chief Investment Officer, Partner | 25-50% | 2001 |
| Michael Burlon | Senior Managing Director, Portfolio Strategy And Research, Partner | Under 5% | 2024 |
| Nicholas Dalton Shaver Control | Chief Compliance Officer, Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Angeles Investment Advisors, LLC. manage?
Angeles Investment Advisors, LLC. reports $7.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Angeles Investment Advisors, LLC. manage?
Angeles Investment Advisors, LLC. manages 17 private funds with combined gross assets of $4 billion.
How many employees does Angeles Investment Advisors, LLC. have?
Angeles Investment Advisors, LLC. reports 28 employees.
Where is Angeles Investment Advisors, LLC. located?
Angeles Investment Advisors, LLC. is based in Santa Monica, CA and has been SEC-registered since 2001.
Does Angeles Investment Advisors, LLC. disclose fund performance?
Angeles Investment Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 429 Santa Monica Blvd., Suite 650, Santa Monica, CA 90401 |
| Phone | 310-393-6300 |
| Fax | 310-393-6200 |
| Office hours | 8:00 a.m. To 5:00 p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$7.27B▲ 3%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,369 advisers
AUM vs fund managersTop 18%
Larger than 82% of 5,974 private-fund managers
Number of fundsTop 15%
More funds than 85% of fund managers
EmployeesTop 19%
More than 81% of 16,804 advisers
Assets under management
$7.27Bregulatory AUM
Discretionary $6BNon-discretionary $1.28B
Fund type mix
Private Equity10
Other Private5
Hedge2
Service providers
Auditor
Custodian
Administrator