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ANGELES INVESTMENT ADVISORS
Legal name: ANGELES INVESTMENT ADVISORS, LLC.
CRD 110213File 801-60042
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.27B
Top 10% of cohort (national)
Discretionary AUM
$6.00B
Non-discretionary $1.28B
Clients
61
61 accounts
Employees
28
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 20, 2001
- Principal office
- 429 SANTA MONICA BLVD., SUITE 650, SANTA MONICA, CA, 90401
- Phone
- 310-393-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.27B
- Discretionary AUM
- $6.00B
- Non-discretionary AUM
- $1.28B
- Discretionary accounts
- 56
- Non-discretionary accounts
- 5
- Total accounts
- 61
- AUM per client
- $119.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $62.7M |
| Charitable organizations | 32 | $2.41B |
| High net worth individuals | 5 | $157.2M |
| Pooled investment vehicles | 17 | $4.25B |
| Pension and profit sharing plans | 6 | $388.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 28 | decreased by1 |
| Apr 1, 2026 | AUM | $7,070,089,641 | $7,272,416,549 | increased by$202,326,908 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 29 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 61 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,702,320,852 | $7,070,089,641 | decreased by$1,632,231,211 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 63 | 61 | decreased by2 |
| Apr 1, 2022 | Employees | 29 | 28 | decreased by1 |
| Apr 1, 2022 | Clients | 58 | 63 | increased by5 |
| Apr 1, 2022 | AUM | $6,599,133,325 | $8,702,320,852 | increased by$2,103,187,527 |
| Apr 1, 2022 | Accounts | 59 | 63 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANGELES INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANGELES INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.