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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.
Latest 13F Filing Activity
Angeles Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Vanguard World FD, Invesco Exch Traded FD TR II among other positions. Angeles Investment Advisors, LLC reduced exposure to Vanguard Intl Equity Index F, SPDR Series Trust, Kraneshares Trust among others.
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 |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | New York, NY , United States | |
 | Investment Officer | Los Angeles, CA , United States | |
L Leslie Kautz | Principal | Santa Monica, CA , United States | |
 | Principal and Chief Investment Officer | Santa Monica, CA , United States | |
 | Research Analyst | Chicago, IL , United States | |
 | Associate | New York, NY , United States | |
S Sandy S. | Senior Research Investment Analyst | Los Angeles, CA , United States |
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