Angeles Investment Advisors
Alpha Nasdaq OCIO Indices - ContributorSANTA MONICA, CA
Form ADV and provider website profile · CRD 110213 · regulatory data as of Jul 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Angeles Investment Advisors. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$7.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
61Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$6.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$1.3BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$7.3BTotal Firm AUM
$6.0BDiscretionary AUM
$1.3BNon-discretionary AUM
61Total accounts
56Discretionary accounts
5Non-discretionary accounts
Client Mix by Firm AUM
$7.3BFirm AUM
Other Pooled Vehicles58.5%
Charities33.1%
Retirement Plans5.3%
High-Net-Worth2.2%
Corporations0.9%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles58.5%
17 clients$4.3B firm assets
Charities33.1%
32 clients$2.4B firm assets
Retirement Plans5.3%
6 clients$389M firm assets
High-Net-Worth2.2%
5 clients$157M firm assets
Corporations0.9%
1 clients$63M firm assets
Reported total61 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $4.3B | 17 | 58.5% |
| Charities | $2.4B | 32 | 33.1% |
| Retirement Plans | $389M | 6 | 5.3% |
| High-Net-Worth | $157M | 5 | 2.2% |
| Corporations | $63M | 1 | 0.9% |
| Reported total | $7.3B | 61 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…