Angeles Investments
Overview
Angeles Investments is a multi-asset investment firm that serves as an Outsourced Chief Investment Office (OCIO) for institutions and private wealth clients. Founded in 2001, the firm is headquartered in Santa Monica, California, with additional offices in New York City, Chicago, and Houston. Angeles Investments offers comprehensive investment solutions, including asset allocation, high-conviction investments across alternative and traditional asset classes, and full-service investment office support. The firm manages approximately $45.1 billion in assets, comprising $7.1 billion in discretionary OCIO assets, $35.6 billion in advisory assets, and $2.4 billion in private wealth assets. Angeles Investments is 100% employee-owned, B Corp™ certified, and a PRI signatory, reflecting its commitment to responsible investment practices. The firm's leadership team boasts an average of over 25 years of industry experience, with key figures including CEO Howard Perlow and CIO Michael Rosen. Angeles Investments has been recognized as a Greenwich Best Investment Consultant among midsize advisors for eight consecutive years, underscoring its reputation for excellence in the investment consulting industry. The firm continues to expand its capabilities, recently launching the Angeles Private Investment Company (APIC) to enhance its private market offerings. APIC is led by CEO Derrick Cruz, who previously served as Head of Private Markets and a Partner at Angeles Investments. This strategic move aims to strengthen the firm's ability to deliver best-in-class private market assets to its diverse client base, which includes nonprofits, higher education institutions, independent schools, and corporate clients. Through its comprehensive approach and dedicated team, Angeles Investments remains a trusted partner for clients seeking innovative and effective investment solutions.
Investment Focus
- Accredited Investors
- Institutional Clients
- Nonprofits
- Higher Education Institutions
- Independent Schools
- Corporations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Angeles Investments
What sectors does Angeles Investments invest in?
Angeles Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Angeles Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does Angeles Investments invest at?
Angeles Investments backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 150M.
Which regions does Angeles Investments invest in?
Angeles Investments invests across United States.
What companies has Angeles Investments invested in?
Angeles Investments's portfolio includes Shipbob, The Mom Project, Canela Media, Grin and MarginEdge.
Last updated · Source: ConnectSafely investor database
