Data / Investment advisers / California / Angeles Investment Advisors
Angeles Investment Advisors, Santa Monica, CA: $7.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Angeles Investment Advisors is an SEC registered investment adviser with its main office in Santa Monica, California and reports $7.3 billion in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include pooled investment vehicles, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 17 private funds.
The request: Watch Angeles Investment Advisors (CRD number 110213): 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
- 110213
- SEC file number
- 801-60042
- SEC status
- Approved, effective February 20, 2001
- Legal name
- Angeles Investment Advisors, LLC.
- Main office
- 429 Santa Monica Blvd. Suite 650, Santa Monica, CA 90401
- Phone
- (310) 393-6300
- Website
- angelesinvestments.com
- Regulatory AUM
- $7,272,416,549 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $5,996,612,974
- Non discretionary AUM
- $1,275,803,575
- Accounts
- 61
- Employees
- 28, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 17: 10 private equity funds, 5 other private funds, 2 hedge funds
- Gross assets of private funds
- $3,985,674,963
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 30, 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 |
|---|---|---|
| Pooled investment vehicles | 17 | $4.25 billion |
| Charitable organizations | 32 | $2.41 billion |
| Pension and profit sharing plans | 6 | $388.5 million |
| High net worth individuals | 5 | $157.2 million |
| Corporations or other businesses | 1 | $62.7 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 |
|---|---|---|
| April 1, 2026 | $7.27 billion | March 13, 2026 |
| December 1, 2025 | $7.07 billion | August 1, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wilshire | Santa Monica | $149.10 billion | 97 | adviserinfo.sec.gov |
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 93 | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | $29.77 billion | 43 | adviserinfo.sec.gov |
| Main Street Advisors | Santa Monica | $9.65 billion | 6 | adviserinfo.sec.gov |
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 36 | adviserinfo.sec.gov |
| Glendon Capital Management L.P. | Santa Monica | $5.24 billion | 3 | adviserinfo.sec.gov |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | $4.11 billion | Not listed | adviserinfo.sec.gov |
| Ocean Park Asset Management, LLC | Santa Monica | $3.94 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Angeles Investment Advisors 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.