SourcingSourcing

ANGELES INVESTMENT ADVISORS, LLC.

C21
CRD 110213·SEC 801-60042·SANTA MONICA, CA
AUM
$7.27B
$1B+
Est. Revenue
$72.7M
@ 1% on AUM
Est. EBITDA
$21.8M
@ 30% margin
Est. Deal Value
$174.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANGELES INVESTMENT ADVISORS, LLC.
CRD
110213
SEC file #
801-60042
EIN
000000000
DBA names
Angeles Investment Advisors

Economics

AUM
$7.27B
AUM band
$1B+
AUM trajectory
'20'26
$4.34B → $7.27B▲ +68%
Client mix
Charitable Organizations32
Pooled Investment Vehicles17
Pension Profit Sharing Plans6
Individuals High Net Worth5
Corporations1

Operations

Employees (total)
28
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
13 advisors → 17 advisors▲ +31%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
angelesinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERLOW, HOWARD, DAVID
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
12
Control Persons
PERLOW, HOWARD, DAVID
ROSEN, MICHAEL, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ANGELESINVESTMENTS.COM
Rdap Domain Creation Date
2018-12-18T19:17:23Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
9
Form 5500 Total Compensation
1,301,426
Form 5500 Compensation Trajectory 3y
20251,301,426
Form 5500 Plan Count Trajectory 3y
20259
Schedule C Total Compensation
1,301,426
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Cik
0001666034
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-03-04
Edgar Last Filing Date
2017-03-06
Edgar Form D Count
2
Edgar Form D Offerings
2017-03-062017-03-06 · 0001666034-17-000001
2016-03-042016-03-04 · 0001666034-16-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust11
Charles Schwab6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
ANGELES INVESTMENT ADVISORS, LLC429 SANTA MONICA BLVD., SUITE 650SANTA MONICA, CA 90401
Business
ANGELES INVESTMENT ADVISORS, LLC429 SANTA MONICA BLVD., SUITE 650SANTA MONICA, CA 90401
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-03-06 · 0001666034-17-000001
D2016-03-04 · 0001666034-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-18T19:17:23Z
Rdap Domain Last Changed
2024-12-19T14:03:12Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2161614
Trust Company Affiliate
No

People (10)

10
HOWARD DAVID PERLOW
Direct Owner · 37.5%
2161614
MICHAEL ADAM ROSEN
Direct Owner · 37.5%
1621336
KRIDEL, SANDRA, C
Executive Officer · 2.5%
2761765
SHAVER, NICHOLAS, DALTON
Executive Officer · 2.5%
8078893
Brief, David, Robert
Executive Officer · 2.5%
7522197
BURLON, MICHAEL
Executive Officer · 2.5%
5387432
CRUZ, DERRICK
Executive Officer · 2.5%
3204161
MCGIBBONS, ANNA, LOUISE
Executive Officer · 2.5%
5000093
EVGENIA RAIKH
Executive Officer · 2.5%
5966985
YUNG, WILLIAM, W
Executive Officer · 2.5%
5177827