ANGEL OAK CAPITAL ADVISORS, LLC
Adviser information for ANGEL OAK CAPITAL ADVISORS, LLC last updated from Form ADV on March 26th, 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 | 78 |
|---|---|
| Investment Advisory/Research | 27 |
| Registered Broker-Dealer Representatives | 21 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 48 | $10.3B |
| Non-Discretionary | 1 | $101.6M |
| Total | 49 | $10.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $318.4M |
| Investment companies | 12 | $4.5B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $3.0B |
| Pension and profit sharing plans | <5 | $1.6B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $25.7M |
| Insurance companies | 14 | $939.2M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $31.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 24 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
3344 PEACHTREE ROADSUITE 1725
ATLANTA
GA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 404-953-4900, Fax: None
Chief Compliance Officer
CHASE ELDREDGE
CHIEF COMPLIANCE OFFICER
3344 PEACHTREE ROAD
SUITE 1725
ATLANTA
GA
United States
Tel:
404-751-2991
C*************@******************M
(Full email address available in API data)
Regulatory Contact
ADAM LANGLEY
CHIEF OPERATING OFFICER
3344 PEACHTREE ROAD
SUITE 1725
ATLANTA
GA
United States
Tel:
404-637-0412
A***********@******************M
(Full email address available in API data)
Industry Affiliates
| ANGEL OAK CAPITAL PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ANGEL OAK CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FALCONS I, LLC | Other investment adviser, including financial planners |
| HAWKS I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANGEL OAK BFNS 2021-1, LP | Hedge Fund | $30.1M | $1.0M | 4 |
| ANGEL OAK FINANCIAL OPPORTUNITIES FUND, LP | Hedge Fund | $1.2M | $1.0M | 11 |
| ANGEL OAK FINANCIALS VALUE FUND, L.P. | Hedge Fund | $8.5M | $0.5M | 10 |
| ANGEL OAK MORTGAGE INCOME OPPORTUNITIES FUND LLC | Hedge Fund | $361.0M | $0.1M | 35 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND I, LP | Hedge Fund | $111.5M | $1.0M | 69 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND II-C LLC | Hedge Fund | $123.8M | $1.0M | 11 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND II, LP | Hedge Fund | $193.7M | $1.0M | 24 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND III-C LLC | Hedge Fund | $151.7M | $1.0M | 11 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND III, LP | Hedge Fund | $1,584.0M | $1.0M | 26 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND IV-C LLC | Hedge Fund | $141.1M | $1.0M | 7 |
| ANGEL OAK STRATEGIC MORTGAGE INCOME MASTER FUND, LTD | Hedge Fund | $169.6M | $0.3M | 79 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANGLEY, ROBERT, ADAM | Individual | – | CHIEF OPERATING OFFICER | 02/2015 | < 5% |
| ANGEL OAK ASSET MANAGEMENT HOLDINGS, LLC | Domestic Entity | – | OWNER OF ANGEL OAK CAPITAL ADVISORS, LLC | 01/2020 | > 75% |
| ANGEL OAK COMPANIES, LP | Domestic Entity | ANGEL OAK ASSET MANAGEMENT HOLDINGS, LLC | OWNER OF ANGEL OAK ASSET MANAGEMENT HOLDINGS, LLC | 01/2020 | > 75% |
| PRABHU, SREENIWAS, VIKRAM | Individual | ANGEL OAK COMPANIES, LP | OWNER | 01/2020 | 25-50% |
| FIERMAN, MICHAEL, ALLEN | Individual | ANGEL OAK COMPANIES, LP | OWNER | 01/2020 | 25-50% |
| Eldredge, William, Chase | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |
| Gordon, David, William | Individual | – | CHIEF LEGAL OFFICER - PRIVATE STRATEGIES | 10/2022 | < 5% |
| SAUNDERS, TIMOTHY, K | Individual | – | GENERAL COUNSEL | 07/2023 | < 5% |
| SINGH, MANMOHAN | Individual | – | CHIEF FINANCIAL OFFICER | 04/2023 | < 5% |
| COLOMBO, MICHAEL, JAMES | Individual | – | CHIEF RISK OFFICER | 12/2023 | < 5% |