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Angeles Investment Advisors
Angeles Investment Advisors is a multi-family office in Santa Monica. Chartered financial analysts Leslie Kautz, Howard Perlow and Michael Rosen founded the...
Angeles Investment Advisors
Angeles Investment Advisors is a multi-family office in Santa Monica. Chartered financial analysts Leslie Kautz, Howard Perlow and Michael Rosen founded the employee-owned firm in 2001. It designs and manages global multi-asset portfolios for wealthy families, foundations and other long-term investors through research-driven asset allocation, manager selection and risk oversight and delivers outsourced chief investment office services.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Santa Monica, CA, United States
Principals
Michael A. Rosen
Co-founder and Chief Investment Officer
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Angeles Investment Advisors?
Howard D. Perlow serves as Co-founder and Chief Executive Officer. Michael A. Rosen serves as Co-founder and Chief Investment Officer. Leslie B. Kautz remains a shareholder after retiring from active management.
Is Angeles Investment Advisors structured as a single family office or multi-family office?
It operates as a multi-family office. The firm designs portfolios for multiple wealthy families, foundations and other long-term investors.
Does Angeles Investment Advisors participate in fund commitments or direct deals?
It uses both approaches. The firm commits to external funds and maintains its own Angeles Real Assets Fund and Angeles Private Credit Fund vehicles.
What asset classes does Angeles Investment Advisors allocate to?
Allocations include private equity, hedge funds, real estate, private credit and direct co-investments. The firm also runs philanthropic and mission-related mandates.
Where does Angeles Investment Advisors maintain investment exposure?
Exposure centers on North America. The firm runs global multi-asset portfolios with primary focus on that region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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