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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2001
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 01/2001
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 10/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2016
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 04/2023
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Howard David Perlow | Managing Member, Chief Executive Officer, Partner | 01/2001 | Individual | Yes | 25% but less than 50% |
| Michael Adam Rosen | Managing Member, Chief Investment Officer, Partner | 01/2001 | Individual | Yes | 25% but less than 50% |
| Sandra C Kridel | Chief Administrative Officer, Partner | 10/2023 | Individual | Yes | Less than 5% |
| Anna Louise Mcgibbons | Senior Managing Director, Partner | 04/2016 | Individual | No | Less than 5% |
| Michael Burlon | Senior Managing Director, Portfolio Strategy And Research, Partner | 12/2024 | Individual | No | Less than 5% |
| Gina F Cadei | Managing Director, Operations, Partner | 07/2024 | Individual | No | Less than 5% |
| Aaron Azelton | Managing Director, Partner | 01/2017 | Individual | No | Less than 5% |
| William W Yung | Managing Director, Private Markets, Partner | 01/2020 | Individual | No | Less than 5% |
| Derrick Cruz | President & Ceo Of Apic | 04/2023 | Individual | No | Less than 5% |
| Evgenia Raikh | Managing Director, Private Markets, Partner | 03/2021 | Individual | No | Less than 5% |
| David Robert Brief | Head Of Ocio, Partner | 03/2021 | Individual | No | Less than 5% |
| Nicholas Dalton Shaver | Chief Compliance Officer, Chief Operating Officer | 04/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVHD
Howard David Perlow
Managing Member, Chief Executive Officer, Partner
MA
Michael Adam Rosen
Managing Member, Chief Investment Officer, Partner
SC
Sandra C Kridel
Chief Administrative Officer, Partner
AL
Anna Louise Mcgibbons
Senior Managing Director, Partner
MB
Michael Burlon
Senior Managing Director, Portfolio Strategy And Research, Partner
GF
Gina F Cadei
Managing Director, Operations, Partner
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives12
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateFeb 20, 2001
CRD number110213