{
  "crd_number": 338266,
  "slug": "angeles-family-office-santa-monica-ca-338266",
  "primary_business_name": "ANGELES FAMILY OFFICE",
  "legal_name": "ANGELES FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Santa Monica",
  "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": "2026-01-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 181973559.0,
  "raum_discretionary": 48986986.0,
  "raum_non_discretionary": 132986573.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2545511.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 142910383.0,
      "count": 18
    },
    "corporations_other_businesses": {
      "raum": 36517665.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NY",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338266",
  "city_as_filed": "SANTA MONICA",
  "url": "https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266",
  "display_name": "Angeles Family Office",
  "summary": "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.",
  "citation": "AdvisorCensus. Angeles Family Office (CRD 338266): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Angeles Family Office compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Angeles Family Office located?",
      "a": "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)."
    },
    {
      "q": "Is Angeles Family Office registered with the SEC or a state?",
      "a": "Angeles Family Office is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338266."
    },
    {
      "q": "How much does Angeles Family Office manage?",
      "a": "Angeles Family Office reports $181,973,559 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (27% discretionary)."
    },
    {
      "q": "What types of clients does Angeles Family Office serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Angeles Family Office use?",
      "a": "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."
    },
    {
      "q": "Does Angeles Family Office 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/338266"
    },
    {
      "q": "Does Angeles Family Office state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Angeles Family Office's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added an office in Dallas, TX. Registered or notice-filed in TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in Dallas, TX.",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $181,973,559."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$15,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $15,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 15000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 142910383.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2545511.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 36517665.0
    }
  ],
  "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/338266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}