{ "crd_number": 159677, "slug": "angeleno-group-llc-beverly-hills-ca-159677", "primary_business_name": "ANGELENO GROUP, LLC", "legal_name": "ANGELENO GROUP, LLC", "dbas": [], "city": "Beverly Hills", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-09-09", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-28", "carried_forward": false, "raum_total": 576509043.0, "raum_discretionary": 576509043.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 12, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 576509043.0, "count": 11 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://angelenogroup.com", "https://linkedin.com/company/angeleno-group" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159677", "city_as_filed": "BEVERLY HILLS", "url": "https://advisorcensus.com/firm/angeleno-group-llc-beverly-hills-ca-159677", "display_name": "Angeleno Group, LLC", "summary": "Angeleno Group, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.", "citation": "AdvisorCensus. Angeleno Group, LLC (CRD 159677): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Angeleno Group, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Angeleno Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Angeleno Group, LLC located?", "a": "Angeleno Group, LLC's principal office is in Beverly Hills, CA, according to its Form ADV." }, { "q": "Is Angeleno Group, LLC registered with the SEC or a state?", "a": "Angeleno Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 159677." }, { "q": "How much does Angeleno Group, LLC manage?", "a": "Angeleno Group, LLC reports $576,509,043 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)." }, { "q": "How have Angeleno Group, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Angeleno Group, LLC: Regulatory assets under management: $545,882,814 in the October 2021 data and $576,509,043 in the October 2026 data, up 6%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Angeleno Group, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)." }, { "q": "Does Angeleno Group, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159677" }, { "q": "What changed in Angeleno Group, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 545882814.0, "total_employees": 12, "filing_date": "2021-08-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 510497957.0, "total_employees": 12, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 541089976.0, "total_employees": 11, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 543554714.0, "total_employees": 11, "filing_date": "2024-07-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 532036546.0, "total_employees": 12, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 576509043.0, "total_employees": 12, "filing_date": "2026-03-28" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 7 to 8." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/angeleno-group-llc-beverly-hills-ca-159677.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 576509043.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159677", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }