Angeles Investment Advisors, LLC
Angeles Investment Advisors, LLC is a registered investment adviser based in Santa Monica, California, founded in 2001. The firm specializes in providing investment management and consulting services to institutional clients, including endowments, foundations, and pension plans. As of 2025, it manages multi-billion dollar assets with approximately 29 employees, focusing on meeting the complex objectives of sophisticated investors.
Investment Strategy
Angeles Investment Advisors employs an open-architecture, research-driven approach, constructing customized portfolios using global asset allocation, risk management, and both traditional and alternative investments. The firm emphasizes long-term value creation, manager selection, and alignment with client objectives to maximize risk-adjusted returns for institutions such as endowments, foundations, and pension plans.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 46.09% | $815.3M | 1,435,331 | $402.85 | $568.03 | +$84.8M |
V VXUS | VANGUARD STAR FDS | 16.19% | $286.3M | 4,144,223 | $59.79 | $69.09 | +$32.6M |
M MGK | VANGUARD WORLD FD | 9.51% | $168.3M | 459,590 | $325.19 | $366.17 | +$79.1M |
V VCLT | VANGUARD SCOTTSDALE FDS | 6.89% | $121.9M | 1,606,000 | $79.03 | $75.90 | -$16.1K |
V VGK | VANGUARD INTL EQUITY INDEX F | 5.92% | $104.6M | 1,350,015 | $70.21 | $77.50 | -$87.4M |