# Angeles Investment Advisors

Angeles Investment Advisors is a Multi Family Office based in Santa Monica, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** www.angelesinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/angeles-investments

## Regulatory record

- **CRD number:** 110213
- **SEC file number:** 801-60042
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110213

## About

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.

## Sectors

- EdTech
- Private Equity
- Private Credit
- Real Estate
- Hedge Funds

## People

- Michael A. Rosen — Managing Partner & Chief Investment Officer
- David R. Brief — Senior Managing Director

## 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.

### 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.

## Related profiles

- [Chevy Chase Trust](https://altss.com/profile/chevy-chase-trust)
- [Hall Capital Partners](https://altss.com/profile/hall-capital-partners)

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Last updated: 2026-07-06T00:42:40.895Z

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