Data / Investment advisers / California / Angeles Family Office
Angeles Family Office, Santa Monica, CA: $182 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Angeles Family Office is an SEC registered investment adviser with its main office in Santa Monica, California and reports $182 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Angeles Family Office (CRD number 338266): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 338266
- SEC file number
- 801-134854
- SEC status
- Approved, effective January 8, 2026
- Legal name
- Angeles Family Office, LLC
- Main office
- 429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
- Phone
- (310) 393-6300
- Regulatory AUM
- $181,973,559 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $48,986,986
- Non discretionary AUM
- $132,986,573
- Accounts
- 226
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $142.9 million |
| Corporations or other businesses | 4 | $36.5 million |
| Charitable organizations | 1 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $182 million | May 6, 2026 |
| February 2, 2026 | Not listed | January 6, 2026 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HW Capital LLC | Santa Monica | $321 million | Not listed | adviserinfo.sec.gov |
| Victus Capital Wealth | Santa Monica | $280.1 million | Not listed | adviserinfo.sec.gov |
| Rivonia Road Capital LLC | Santa Monica | $246 million | 5 | adviserinfo.sec.gov |
| Bengal Asset Management, LLC | Santa Monica | $197.6 million | 2 | adviserinfo.sec.gov |
| Bancreek Capital Advisors, LLC | Santa Monica | $187.1 million | Not listed | adviserinfo.sec.gov |
| Counter Global, L.P. | Santa Monica | $172.7 million | 1 | adviserinfo.sec.gov |
| Light Capital LLC | Santa Monica | $135.3 million | 1 | adviserinfo.sec.gov |
| Matrix Planning Inc | Santa Monica | $121.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Angeles Family Office on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.