ANGELENO GROUP, LLC
Adviser information for ANGELENO GROUP, LLC last updated from Form ADV on March 28th, 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 | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 14 | $543.6M |
| Non-Discretionary | 0 | $0 |
| Total | 14 | $543.6M |
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 | 14 | $543.6M |
| 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 | 7 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
2029 CENTURY PARK EASTSUITE 2980
LOS ANGELES
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 310-552-2790, Fax: 310-552-2727
Chief Compliance Officer
WILLIAM THOMAS MILLER
CHIEF OPERATING OFFICER
2029 CENTURY PARK EAST
SUITE 2980
LOS ANGELES
CA
United States
Tel:
310-552-2789
Fax:
310-552-2727
B***@****************M
(Full email address available in API data)
Industry Affiliates
| ANGELENO EQUITIES MANAGEMENT I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELENO GROUP MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELENO GROUP MANAGEMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELENO GROUP MANAGEMENT IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGELENO INVESTORS NEW FORESTS CO-INVEST MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANGELENO GLOBAL EQUITIES, LP | Hedge Fund | $87.9M | $1.0M | 58 |
| ANGELENO GROUP INVESTORS II, LLC | Venture Capital Fund | $0.0M | $0.1M | 11 |
| ANGELENO GROUP INVESTORS III, LLC | Venture Capital Fund | $1.7M | $0.1M | 40 |
| ANGELENO GROUP INVESTORS IV, LLC | Venture Capital Fund | $39.3M | $0.1M | 39 |
| ANGELENO GROUP INVESTORS, LLC | Venture Capital Fund | $0.0M | $0.1M | 2 |
| ANGELENO INVESTORS II, LP | Venture Capital Fund | $13.4M | $1.0M | 60 |
| ANGELENO INVESTORS III, LP | Venture Capital Fund | $283.7M | $1.0M | 66 |
| ANGELENO INVESTORS IV, LP | Venture Capital Fund | $114.7M | $10.0M | 22 |
| ANGELENO INVESTORS NEW FORESTS CO-INVEST LP | Venture Capital Fund | $2.8M | $0.3M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TEPPER, YANIV, (NMN) | Individual | – | MEMBER | 08/2001 | 50-75% |
| WEISS, DANIEL, GIDEON | Individual | – | MEMBER | 08/2001 | 50-75% |
| MILLER, WILLIAM, THOMAS | Individual | – | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | 05/2009 | < 5% |