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Angeles Investment Advisors
Angeles Investment Advisors, LLC is a multi-family office headquartered in Santa Monica. The firm provides investment advisory and wealth management services...
Angeles Investment Advisors
Angeles Investment Advisors, LLC is a multi-family office headquartered in Santa Monica. The firm provides investment advisory and wealth management services to families and institutions. It offers customized portfolio solutions and strategic asset allocation and applies disciplined investment processes and risk management to address complex financial needs and support long-term capital preservation and growth.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
North America
Country
United States
City
Santa Monica
Principals
Michael A. Rosen
Managing Partner & Chief Investment Officer
David R. Brief
Senior Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Angeles Investment Advisors?
Michael A. Rosen serves as Managing Partner and Chief Investment Officer. David R. Brief holds the title of Senior Managing Director.
Does Angeles Investment Advisors participate in fund commitments or only direct deals?
The firm executes both fund commitments and direct equity co-investments. Its private investment strategy includes review of direct opportunities by the research team.
What investment stages does Angeles Investment Advisors typically target?
The firm covers private equity, private credit, secondaries and hedge fund strategies without a single-stage restriction disclosed.
How is Angeles Investment Advisors related to its affiliate entities?
Angeles Wealth Management LLC operates as an affiliate focused on wealth advisory. Angeles Private Investment Company, LLC serves as a holding company under principal ownership.
Does Angeles Investment Advisors maintain philanthropic structures?
The firm supports The Growing Place in Santa Monica and the PVC Foundation focused on housing and education in the Philippines and United States.
Which sectors does Angeles Investment Advisors explicitly prioritize?
Confirmed focus includes EdTech. Indicated areas include healthcare services, energy transition, mobility, water tech, agritech, industrial tech, climate tech and proptech.
What is Angeles Investment Advisors posture on ESG integration?
The firm is a PRI signatory and B Corp certified. It incorporates ESG factors into manager research and provides sustainability dashboards to clients.
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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