Firm profile

ANGELES INVESTMENT ADVISORS

SANTA MONICA, CACRD 110213Latest ADV March 13, 2026

Angeles Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 13, 2026, reports $7.3B in regulatory assets under management, 28 employees, and 61 accounts.

Assets Under Management
$7.3B
Employees
28
Offices
--
Total Clients
61
Primary office
SANTA MONICA, CA
429 SANTA MONICA BLVD., SUITE 650, SANTA MONICA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEODerrick Cruz
CEOHoward D. Perlow
CCONicholas D. Shaver

Advisory services offered

5 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentCharitable represent 52.5% of total clients.
Top client categories% of clientsClients
1
Charitable
52.5%
32
2
Pooled Investment Vehicles
27.9%
17
3
Pension Plans
9.8%
6
4
HNWI
8.2%
5
5
Corporations
1.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.3Bas of March 13, 2026
Discretionary82.5%
$6.0B
82% of total RAUM82.5%
Non-discretionary17.5%
$1.3B
18% of total RAUM17.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$7.3B
Total Accounts61
10Y AUM Change+$4.4B (+156.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee2:1
10Y Employee Change+6 (+27.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.