Firm profile
Angeles Investments
Angeles Investments is an outsourced CIO firm based in Santa Monica, CA, founded in 2001.
Updated . Rechecked monthly.
- Entity type
- OCIO
- Headquarters
- Santa Monica, CA
- Founded
- 2001
- Website
- angelesinvestments.com
- Source
- Firm-reported
About Angeles Investments
Angeles Investments describes itself as a multi asset investment firm operating as an outsourced investment office and advisory provider, building customized portfolios for institutional and private wealth clients, with services spanning proprietary research, portfolio implementation, and back office support.[Firm website]
The firm states that it is employee owned, a certified B Corporation, GIPS compliant, and a signatory to responsible investment principles, and describes its investment officers as bringing extensive industry experience to its institutional and private wealth client relationships.[Firm website]
- Focus
- Employee-owned OCIO and outsourced investment office for institutions and private wealth
Where Angeles Investments is listed
Angeles Investments is in the investor directory.
Scope and method
- What is shown
- The facts on Angeles Investments's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, angelesinvestments.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.