AdvisorCensus / Financial advisors / California / Los Angeles / Angeles Family Office
Angeles Family Office
Filed as ANGELES FAMILY OFFICE · Legal name Angeles Family Office, LLC
Angeles Family Office is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Angeles Family Office compensated?
On its Form ADV (Item 5.E, October 2026), Angeles Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Angeles Family Office located?
Angeles Family Office's principal office is in Santa Monica, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Angeles Family Office registered with the SEC or a state?
Angeles Family Office is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338266.
How much does Angeles Family Office manage?
Angeles Family Office reports $181,973,559 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (27% discretionary).
What types of clients does Angeles Family Office serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (18); corporations or other businesses not listed above (4); charitable organizations (1).
Which custodians does Angeles Family Office use?
Angeles Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Angeles Family Office report any disciplinary disclosures?
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/338266
Does Angeles Family Office state an account minimum?
Its Form ADV Part 2A brochure dated August 26, 2026 says: "As a condition for starting and maintaining an investment management relationship, AFO imposes a minimum portfolio value of $15,000,000." "AFO may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."
What changed in Angeles Family Office's recent Form ADV filings?
In the July 2026 filing data: Added an office in Dallas, TX. Registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $15,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
As a condition for starting and maintaining an investment management relationship, AFO imposes a minimum portfolio value of $15,000,000.
AFO may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.
As stated in the firm's Form ADV Part 2A brochure dated August 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$181,973,559 as of October 2026, filing dated August 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Angeles Family Office, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the September 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Added an office in Dallas, TX.
- Registered or notice-filed in TX.
- June 2026
- Regulatory assets under management went from $0 to $181,973,559.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Angeles Family Office (CRD 338266): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266