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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.