Angeles Investments & Wealth Management, LLC

Overview

Angeles describes itself as a multi asset investment firm founded in 2001.³ The firm builds customized portfolios for institutional and private wealth investors and provides proprietary research, portfolio implementation, and back office support.³ Its institutional platform serves organizations through a co fiduciary model that includes governance, investment oversight, and support beyond asset management.⁴ Its private wealth platform is offered through Angeles Wealth, an affiliate using Angeles Investments’ proprietary investment solutions.⁵

History

Angeles states that it was founded in 2001.³ The firm says it is 100 percent employee owned, B Corp certified, GIPS compliant, and a signatory to the Principles for Responsible Investment.³ In 2025, Coalition Greenwich recognized Angeles as a Best Investment Consultant among midsize institutional investment consultants. The firm reported that this was its eighth consecutive year receiving the recognition.⁷

Timeline

1. 2001Angeles describes itself as a multi asset investment firm founded in 2001.
2. 2025In 2025, Coalition Greenwich recognized Angeles as a Best Investment Consultant among midsize institutional investment consultants.

Leadership

The institutional team listings identify Derrick Cruz as President and CEO of APIC.⁶ Michael J. Burlon is listed as Senior Managing Director, Portfolio Strategy and Head of Credit.⁶ Evgenia Raikh is listed as Managing Director, Private Markets and Partner.⁶ The institutional team also includes personnel in operations and reporting.⁶

Services

For institutional clients, Angeles provides total portfolio management and focused solutions for targeted portfolio exposure.⁴ Its service resources include leadership, chief investment officer, research, operations, and reporting personnel.⁴ The firm describes its institutional service team as averaging more than 25 years of industry and nonprofit experience.⁴ Most institutional clients are described as nonprofit and mission driven organizations.⁴

For private wealth clients, services include complex wealth planning, wealth transfer scenario analysis, family education and governance, business exit planning, and strategic philanthropy.⁵ Angeles Wealth may use mutual funds, exchange traded funds, private partnerships, separately managed accounts, equities, and fixed income securities.⁵

Under its SEC disclosure, Angeles offers discretionary advice to retail investors based on individual investor needs.¹ The firm establishes client goals and objectives, develops an investment policy, and creates and manages portfolios based on that policy.¹ Standard monitoring includes monthly and quarterly performance updates.¹ Manager reviews occur at least annually and cover personnel, investment philosophy, and changes in holdings.¹ Clients typically provide ongoing discretionary authority so Angeles can trade without transaction by transaction permission.¹ The firm reports no restrictions on the products, investment types, or services it offers.¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Business owner services

Client focus

Angeles serves institutional and private wealth investors.³ Its institutional clients are mostly nonprofit and mission driven organizations.⁴ A 2025 company announcement also described clients and sectors including higher education, independent schools, and corporations, served through an outsourced chief investment officer and wealth management platform.⁷ Private wealth services address complex planning, wealth transfer, family governance, business exits, and philanthropy.⁵

Investment philosophy and approach

Angeles says its investment philosophy relies on disciplined research, dynamic market assessment, and high conviction portfolio ideas.⁴ The firm says mission related investing incorporates environmental, social, and governance factors into manager due diligence across asset classes.⁴ Its SEC disclosure states that portfolios are managed according to an investment policy developed around each client’s goals and objectives.¹

Assets and minimums

Angeles generally accepts clients with a minimum account size of $25 million, although waivers may be available and family member assets may be aggregated.¹ Investment management fees are negotiable and range from 0.10 percent to 1.0 percent annually depending on account size and complexity.¹ Fees are generally charged quarterly in advance using account values at the beginning of each quarter.¹ Clients also bear transaction costs, custody fees, and expenses of mutual funds and exchange traded funds used in portfolios.¹ Angeles may allocate client assets to proprietary commingled funds.¹

FAQs

Related resources

• LocationMultifamily offices in Santa Monica

  This directory helps a Santa Monica family or business owner compare nearby multifamily offices by location and stated focus. It can provide context for assessing where Angeles Investment Advisors, LLC fits when seeking investment management, planning, trust and fiduciary support, philanthropy guidance, or family governance services.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate planning decisions. A reader exploring Angeles Investment Advisors, LLC can use these materials to outline questions about estate structures, wealth transfer, fiduciary roles, and coordination with financial planning for a private wealth household.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases covering family offices and investors, giving business owners and wealthy families a way to study how different organizations describe their client types and services. The listings can help someone prepare comparison questions for a firm offering investment management, philanthropy, governance education, and business owner services.

• DataMFOs by decade founded

  The MFOs by decade founded page gives historical context on when multifamily offices began operating and how the sector has developed over time. A prospective client can use that perspective when comparing firms serving institutions and private wealth clients, including questions about experience, service scope, and regional presence.

• Similar firmsConfluence Capital Advisors, LLC
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  Profiles for Confluence Capital Advisors, LLC, Arrowroot Family Office, and Forward PWS offer nearby reference points for a reader comparing multifamily office providers. Reviewing their stated services and client focus can help a Santa Monica family or business owner organize questions about planning, fiduciary work, governance, philanthropy, and investment management.

Sources

1. SEC Form CRS , accessed 2026-10-23.
2. SEC Form ADV record , accessed 2026-10-23.
3. Angeles Investments , accessed 2026-10-23.
4. Institutional services , accessed 2026-10-23.
5. Private wealth services , accessed 2026-10-23.
6. Institutional team , accessed 2026-10-23.
7. 2025 Coalition Greenwich recognition press release , published 2025-03-14 and accessed 2026-10-23.

Claim or correct this profile

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.