ANGELES INVESTMENT ADVISORS
Latest filing: Apr 23, 2025 (84 days ago)
AUM
$7,070,089,641
10% change vs. 1 year ago
-19% change vs. 3 years ago
23% change vs. 5 years ago
244% change vs. 10 years ago
Employee Count
29
-12% change vs. 1 year ago
4% change vs. 3 years ago
16% change vs. 5 years ago
53% change vs. 10 years ago
Main Office
SANTA MONICA, CA
429 SANTA MONICA BLVD., SANTA MONICA, CA, UNITED STATES, 90401
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $5.8 |
| Non-Discretionary | $1.3 |
| Total | $7.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $4.2 |
| Institutional | $2.7 |
| Total | $7.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 5 | $0.1 |
| Average HNW AUM | $28,660,414 | |
| Retail Total | 5 | $0.1 |
| Average Retail AUM | $28,660,414 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | LOS ANGELES-CA-USA | $1.4 |
| BNY MELLON | NEW YORK-NY-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.9 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $2.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 7% | $0.2 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 64% | $1.8 |
| Other Pools | 23% | $0.7 |
| Cash | 4% | $0.1 |
| Other | 2% | $0.1 |
| Total | 100% | $2.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ANGELES WEALTH MANAGEMENT, LLC | $2.3 | 159952 | |
| MARKETFORCE, LLC | $0.1 | 111233 | |
| ANGELES PRIVATE CREDIT FUND GP LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 3 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 5 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 4 LLC | $0.0 | - | |
| ANGELES DIRECT EQUITY GP 1 LLC | $0.0 | - | |
| ANGELES REAL ASSETS GP 1 LLC | $0.0 | - | |
| ANGELES PRIVATE CREDIT FUND GP 2 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP2 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP1 LLC | $0.0 | - | |
| ANGELES DIRECT EQUITY GP 2 LLC | $0.0 | - | |
| ANGELES PRIVATE CREDIT FUND GP 3 LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| PERLOW, HOWARD, DAVID | MANAGING MEMBER |
| ROSEN, MICHAEL, A | MANAGING MEMBER |
| KRIDEL, SANDRA, C | CHIEF ADMINISTRATIVE OFFICER |
| MCGIBBONS, ANNA, LOUISE | CONSULTANT |
| SMETANA, STEPHEN, THOMAS | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER |
| BURLON, MICHAEL | HEDGE FUND RESEARCH CONSULTANT |
| CADEI, GINA F | OPERATIONS ASSOCIATE |
| AZELTON, AARON | DIRECTOR PUBLIC MARKETS |
| YUNG, WILLIAM, W | ASSOCIATE DIRECTOR PRIVATE MARKETS |
| CRUZ, DERRICK | DIRECTOR PRIVATE MARKETS |
| RAIKH, EVGENIA | DIRECTOR PRIVATE MARKETS |
| BRIEF, DAVID, ROBERT | INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HOWARD PERLOW | SANTA MONICA | CA | S63|2000-10-27 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $7.1 | $0.0 | 0% | 29 | 0 | 0% |
| 2025-04-21 | $7.1 | $0.0 | 0% | 29 | 0 | 0% |
| 2024-04-02 | $6.4 | $0.7 | 10% | 33 | -4 | -12% |
| 2023-04-04 | $6.2 | $0.9 | 14% | 33 | -4 | -12% |
| 2022-04-01 | $8.7 | -$1.6 | -19% | 28 | 1 | 4% |
| 2021-04-05 | $6.6 | $0.5 | 7% | 29 | 0 | 0% |
| 2020-04-01 | $5.8 | $1.3 | 23% | 25 | 4 | 16% |
| 2019-04-01 | $4.3 | $2.7 | 63% | 25 | 4 | 16% |
| 2018-04-02 | $3.2 | $3.8 | 118% | 26 | 3 | 12% |
| 2017-04-01 | $2.8 | $4.2 | 149% | 22 | 7 | 32% |
| 2016-04-01 | $2.5 | $4.6 | 182% | 19 | 10 | 53% |
| 2015-04-01 | $2.1 | $5.0 | 244% | 19 | 10 | 53% |
| 2014-04-01 | $1.7 | $5.4 | 312% | 17 | 12 | 71% |
| 2013-04-01 | $1.3 | $5.8 | 440% | 16 | 13 | 81% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-02/20/2001, DE-03/27/2020, TX-09/14/2005 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV