What Angeles Investments Is All About
Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for its positive impact on clients and the industry. Founded in 2001, Angeles is a multi-asset investment firm that builds customized portfolios for institutional and private wealth investors. Acting as a seamless extension of its clients, the investment office offers world-class proprietary research and portfolio implementation, along with comprehensive back office support. The firm aspires to be the most respected and admired investment manager, putting clients first in every thought and action. Their mission? To develop custom investment programs that meet unique investment needs, inspired by the passion and goals of their clients. The result is an investment organization thoughtfully and intentionally built to be second to none.
Main Benefits and Key Figures
Angeles Investments stands out with impressive figures and credentials that speak volumes about its expertise and commitment:
- $45.1 Billion in Assets
- $7.1 Billion Discretionary
- $35.6 Billion Advisory
- $2.4 Billion Private Wealth
- 25+ Years Average Industry Experience Among Investment Officers
- 20+ Years in Business
- Independent and 100% Employee Owned
- B Corp™ Certified
- GIPS® Compliant
- PRISignatory
- Named a 2025 Greenwich Best Investment Consultant among midsize consultants — the only advisor in this category awarded for eight consecutive years
Commitment to Using Business as a Force for Good™
Angeles Investments proudly embraces the philosophy of using business as a force for good™. It’s not just about profit here — people and the planet are right up there on the priority list. This mindset is reflected in the firm’s B Corp™ certification and its ongoing efforts to balance financial success with social and environmental responsibility. Angeles believes that sustainable competitive advantages benefit not only clients but also their broader missions and communities.
Proven Performance and Compliance
As a GIPS® compliance firm, Angeles Investments has a strong track record. Since inception, 84% of rolling quarterly, annualized 5-year returns have shown net positive excess returns against benchmark returns (from March 2002 to March 2024). This consistent performance highlights the firm’s dedication to delivering value through rigorous research and disciplined portfolio management. Angeles strives to build portfolios of best-in-class investment managers across all asset classes, ensuring clients receive top-tier investment opportunities.
History and Evolution of Angeles Investments
Founded in 2001, Angeles began with a clear mission: to enhance clients’ ability to serve their constituents and communities by providing comprehensive investment office resources and sound governance frameworks. The firm started offering Outsourced Chief Investment Officer (OCIO) services in 2002, expanding its capabilities. In 2011, Angeles Wealth Management, LLC was established to provide institutional-quality investment management services to high net worth individuals and families. Over time, Angeles launched co-mingled private investment vehicles to offer better access and efficiency to clients of all sizes. More recently, the formation of the Angeles Private Investment Company (APIC) division has increased focus on private assets, formalizing the structure around key individuals dedicated to sourcing, delivering, and monitoring private market assets.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth — promoting sustainable economic growth through responsible investment management
- SDG 9: Industry, Innovation, and Infrastructure — driving innovation in investment advisory services and infrastructure
- SDG 12: Responsible Consumption and Production — integrating sustainability into investment decisions
- SDG 13: Climate Action — supporting investments that consider environmental impact and climate resilience
- SDG 17: Partnerships for the Goals — collaborating with clients and partners to achieve shared sustainability objectives
Global Presence and Client Focus
Angeles Investments operates from key locations across the United States, including Santa Monica, New York, and Houston. This geographic diversity allows the firm to serve a broad client base with tailored investment advisory and money management solutions. Angeles continues to build on its reputation by focusing on client missions and passions, ensuring that every portfolio is designed to meet unique investment needs. The firm’s independent, employee-owned structure fosters a culture of accountability and dedication, making it a trusted partner in investment management.
