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Angeles Family Office
Multifamily office listing in Santa Monica, California, United States.
- SEC-registered
- Founded 2001
- Regulatory AUM
- $7.3 billion
- Employees
- 28
- Founded
- 2001
- SEC CRD
- 110213
Angeles Investment Advisors is a Santa Monica based investment adviser serving institutional investors and select families.1
Overview
Angeles Investment Advisors, LLC is the firm’s legal name. Its regulatory record lists CRD 110213 and SEC file number 801 60042.2 The firm describes itself as a global, multi asset investment firm that manages customized portfolios for institutional investors in the United States and select families through Angeles Wealth Management.1 It states that its headquarters are in Santa Monica, California.1
The firm’s website identifies locations in Santa Monica, New York City and Houston.3 A January 2026 announcement also stated that Angeles Investment Advisors had offices in New York City and Houston.1
History
Angeles Investment Advisors says it was founded in 2001.1 Angeles Wealth Management was founded in 2011 to provide personalized wealth management for generationally wealthy families, supported by Angeles Investment Advisors’ investment solutions.1
Angeles Wealth Management acquired XO Capital in January 2026 and launched Angeles Family Office.1 The announcement says XO Capital was founded in 2021 by Adam Stern and Jason Oclaray.1 Angeles Wealth Management, Angeles Investment Advisors and Angeles Family Office are described as employee founded and owned.1
Timeline
- 2001Angeles Investment Advisors says it was founded in 2001.
- 2011Angeles Wealth Management was founded in 2011 to provide personalized wealth management for generationally wealthy families, supported by Angeles Investment Advisors’ investment solutions.
- 2021The announcement says XO Capital was founded in 2021 by Adam Stern and Jason Oclaray.
- 2026A January 2026 announcement also stated that Angeles Investment Advisors had offices in New York City and Houston.
Leadership
Howard D. Perlow, CFA, is Chief Executive Officer of Angeles Investment Advisors.4 Michael A. Rosen is Chief Investment Officer.4 Sandra Kridel is Chief Administrative Officer and Partner.4 Nick Shaver is Chief Compliance Officer and Chief Operating Officer.4
Jonathan R. Foster is President and CEO of Angeles Wealth.3 Adam Stern is Chief Executive Officer of Angeles Family Office, and Jason Oclaray is President of Angeles Family Office.3 Edward Lowndes is Chief Operating Officer, Chief Compliance Officer and Partner for private wealth.3
Services
The regulatory record lists portfolio management for individuals and small businesses, pooled vehicles and institutions.2 It also lists pension consulting and selecting other advisers.2 The listed fee types are a percentage of assets under management, fixed fees and performance based fees.2
Angeles Family Office services include family office administration, business management and investment management.5 The firm describes family office work as including estate planning coordination, bill payment, cash flow management, balance sheet reporting, philanthropy and income statement preparation.1
The website states that private clients receive personalized discretionary portfolio and wealth management services generally available to large institutional investors.5 It also says the firm builds portfolios of investment managers across asset classes.5
What the firm offers
- Investment management
- Estate planning
- Philanthropy
- Administration and bill pay
Client focus
The private wealth page identifies primary clients as high net worth individuals, families, trusts, estates and related business and philanthropic entities.5 The regulatory record identifies high net worth individuals, pooled vehicles, pension plans, charities and other clients.2
Investment philosophy and approach
The firm says its private wealth relationships are guided by respect, accessibility, accountability, fiduciary first conduct, independence and focused listening.5 It says it builds portfolios using investment managers across asset classes and provides private clients with discretionary services associated with large institutional investors.5
Assets and minimums
The SEC IAPD record reports regulatory assets under management of $7,272,416,549 as of July 30, 2026.2 The same record lists 28 employees as of that date.2 A January 2026 firm announcement reported $7.1 billion in discretionary assets and $36.9 billion in advisory client assets as of September 30, 2025.1 The available notes do not state an account minimum.
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $2.5 billion | $2.2 billion | $314 million |
| 2017 | $2.8 billion | $2.6 billion | $275 million |
| 2018 | $3.2 billion | $3.0 billion | $286 million |
| 2019 | $4.3 billion | $3.2 billion | $1.1 billion |
| 2020 | $5.8 billion | $4.4 billion | $1.4 billion |
| 2021 | $6.6 billion | $5.1 billion | $1.5 billion |
| 2022 | $8.7 billion | $6.1 billion | $2.6 billion |
| 2023 | $6.2 billion | $5.1 billion | $1.1 billion |
| 2025 | $7.1 billion | $5.8 billion | $1.3 billion |
| 2026 | $7.3 billion | $6.0 billion | $1.3 billion |
| Year | Average AUM per client |
|---|---|
| 2018 | $72 million |
| 2019 | $85 million |
| 2020 | $103 million |
| 2021 | $114 million |
| 2022 | $138 million |
| 2023 | $102 million |
| 2025 | $116 million |
| 2026 | $119 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 5 |
| Pooled investment vehicles | 17 |
| Pension plans | 6 |
| Charities | 32 |
| Corporations | 1 |
| Year | Employees |
|---|---|
| 2016 | 19 |
| 2017 | 22 |
| 2018 | 26 |
| 2019 | 25 |
| 2020 | 25 |
| 2021 | 29 |
| 2022 | 28 |
| 2023 | 33 |
| 2025 | 29 |
| 2026 | 28 |
Ranks #7 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110213. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
When was Angeles Investment Advisors founded?
Angeles Investment Advisors says it was founded in 2001.1
What types of clients does the firm serve?
The firm serves institutional investors and select families, and its regulatory record lists high net worth individuals, pooled vehicles, pension plans, charities and other clients.12
What does Angeles Family Office provide?
Angeles Family Office provides family office administration, business management and investment management.5
Related resources
- LocationMultifamily offices in Santa Monica
This Santa Monica directory helps readers compare local multifamily office options by location and service focus. It can provide context for how Angeles Investment Advisors' investment management, estate planning, philanthropy, administration, and bill pay services fit within the area's broader advisory market for institutional investors and select families.
- Network siteEstatePlanner.com
EstatePlanner.com offers plain language guides on wills, trusts, and related planning questions. A family considering Angeles Investment Advisors can use these materials to prepare questions about estate planning alongside investment management, philanthropy, administration, and bill pay needs.
- Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com provides lists of family offices and investors that may help a business owner or wealthy family understand the types of organizations serving similar client groups. The databases can support preliminary research before discussing investment management, estate planning, philanthropy, or administrative services with a Santa Monica adviser.
- GuideData privacy and security with an MFO
This guide explains privacy and security questions families may raise when an advisory relationship includes investments, estate planning, philanthropy, administration, and bill pay. Readers can use it to ask how sensitive financial, family, and payment information is handled when evaluating a firm serving institutional investors and select families.
- Similar firmsAndina Capital Management, LLC
Arrowroot Family Office
Catalyst Family OfficeProfiles for Andina Capital Management, LLC, Arrowroot Family Office, and Catalyst Family Office give readers additional firms to review on this site. Comparing their stated services, client focus, and locations with Angeles Investment Advisors' Santa Monica base can help a family or business owner organize initial questions for conversations with advisers.
Sources
- Angeles Wealth Management press release , published January 13, 2026, accessed October 23, 2026.
- SEC IAPD firm record , as of July 30, 2026, accessed October 23, 2026.
- Private Wealth and Family Office team , accessed October 23, 2026.
- Institutional team , accessed October 23, 2026.
- Private Wealth Management and Family Office Services , accessed October 23, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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