SourcingSourcing

ANGELENO GROUP, LLC

C42
CRD 159677·SEC 801-122278·BEVERLY HILLS, CA
AUM
$576.5M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANGELENO GROUP, LLC
CRD
159677
SEC file #
801-122278
EIN
263831605
DBA names
—

Economics

AUM
$576.5M
AUM band
$500M-$1B
AUM trajectory
'22'26
$545.9M → $576.5M▲ +6%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'22'26
6 advisors → 8 advisors▲ +33%
Primary office
BEVERLY HILLS CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
angelenogroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEPPER, YANIV, (NMN)
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TEPPER, YANIV, (NMN)
WEISS, DANIEL, GIDEON
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
ANGELENOGROUP.COM
Rdap Domain Creation Date
2001-01-23T00:36:03Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
169,820
Form 5500 Compensation Trajectory 3y
2025169,820
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
169,820
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001451922
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2009-04-01
Edgar Last Filing Date
2016-01-26
Edgar Form D Count
2
Edgar Form D Offerings
2010-04-012010-04-01 · 0001451922-10-000001
2009-04-012009-04-01 · 0001451922-09-000002

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
Goldman Sachs4
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
2029 CENTURY PARK EAST, SUITE 2980LOS ANGELES, CA 90067
Business
2029 CENTURY PARK EAST, SUITE 2980LOS ANGELES, CA 90067
Edgar EIN
263831605
Edgar Recent Filings
SC 13D/A2016-01-26 · 0001193125-16-437002
SC 13D2015-12-17 · 0001193125-15-406208
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T03:59:59Z
Rdap Domain Last Changed
2025-09-16T17:03:39Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2690686
Trust Company Affiliate
No

People (3)

3
TEPPER, YANIV, (NMN)
Direct Owner · 62.5%
2690686
WEISS, DANIEL, GIDEON
Direct Owner · 62.5%
5832841
TALREJA, ANAND
Executive Officer · 2.5%
5235283