ANGELES EQUITY PARTNERS, LLC
Adviser information for ANGELES EQUITY PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110638 |
|---|---|
| SEC ERA File Number | 801-110638 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281284 |
| Legal Entity Identifier | None |
Principal Office
2425 OLYMPIC BOULEVARDSUITE 660E
SANTA MONICA
CA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: (310) 844-9200, Fax: None
Chief Compliance Officer
ANNIE AN-NEI CHAU
CHIEF OPERATING OFFICER
2425 OLYMPIC BOULEVARD
SUITE 660E
SANTA MONICA
CA
United States
Tel:
(310) 844-9205
A****@****************M
(Full email address available in API data)
Regulatory Contact
TIMOTHY PAUL MEYER
MANAGING PARTNER
2425 OLYMPIC BOULEVARD
SUITE 660E
SANTA MONICA
CA
United States
Tel:
(310) 844-9203
T**@****************M
(Full email address available in API data)
Industry Affiliates
| ANGELES EQUITY GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELES EQUITY GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELES EQUITY NVH GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AEP GALAXY-A, LP | Private Equity Fund | $41.6M | $0.0M | 8 |
| AEP GALAXY, LP | Private Equity Fund | $42.8M | $0.0M | 15 |
| AEP NVH CO-INVESTORS (PARALLEL), L.P. | Private Equity Fund | $0.7M | $0.0M | 6 |
| AEP NVH CO-INVESTORS, L.P. | Private Equity Fund | $0.5M | $0.0M | 7 |
| ANGELES EQUITY PARTNERS (PARALLEL BLOCKED) I, L.P. | Private Equity Fund | $127.4M | $10.0M | 13 |
| ANGELES EQUITY PARTNERS (PARALLEL) I, L.P. | Private Equity Fund | $5.6M | $10.0M | 21 |
| ANGELES EQUITY PARTNERS I, L.P. | Private Equity Fund | $233.3M | $10.0M | 44 |
| ANGELES EQUITY PARTNERS II-A, L.P. | Private Equity Fund | $264.2M | $10.0M | 29 |
| ANGELES EQUITY PARTNERS II-EXEC, L.P. | Private Equity Fund | $26.1M | $0.0M | 66 |
| ANGELES EQUITY PARTNERS II, L.P. | Private Equity Fund | $344.0M | $10.0M | 38 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYER, TIMOTHY, PAUL | Individual | – | CO-FOUNDER, MANAGING MEMBER AND CO-TRUSTEE OF S + T MEYER FAMILY TRUST | 07/2014 | < 5% |
| KATZ, JORDAN, WEBER | Individual | – | CO-FOUNDER, MANAGING MEMBER AND CO-TRUSTEE OF JORDAN & DORI KATZ FAMILY TRUST OF 2006 | 07/2014 | < 5% |
| CHAU, ANNIE, AN-NEI | Individual | – | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | 11/2014 | < 5% |
| S + T MEYER FAMILY TRUST DATED MARCH 27, 2009 | Domestic Entity | – | MEMBER | 10/2015 | 50-75% |
| JORDAN & DORI KATZ FAMILY TRUST OF 2006 DATED SEPTEMBER 1, 2006 | Domestic Entity | – | MEMBER | 10/2015 | 50-75% |
| KATZ, DORI, PAIGE | Individual | – | CO-TRUSTEE OF JORDAN & DORI KATZ FAMILY TRUST OF 2006 | 10/2015 | < 5% |
| MEYER, SANDRA, NMN | Individual | – | CO-TRUSTEE OF S + T MEYER FAMILY TRUST | 10/2015 | < 5% |