Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

ANGELES FAMILY OFFICE, LLC

dba ANGELES FAMILY OFFICE · CRD 338266 · Registered Investment Adviser

ANGELES FAMILY OFFICE, LLC is a Registered Investment Adviser headquartered in SANTA MONICA, CA. The firm reports $181,973,559 in regulatory assets under management across 226 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$48,986,986
Non-discretionary$132,986,573
Total RAUM$181,973,559
Accounts226

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 338266. adviserinfo.sec.gov/firm/summary/338266.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.