Angeles Investments

Angeles Investments is a multi-asset investment firm that serves as an Outsourced Chief Investment Office (OCIO) for institutions and private wealth clients. Founded in 2001, the firm is headquartered in Santa Monica, California, with additional offices in New York City, Chicago, and Houston. Angeles Investments offers comprehensive investment solutions, including asset allocation, high-conviction investments across alternative and traditional asset classes, and full-service investment office support. The firm manages approximately $45.1 billion in assets, comprising $7.1 billion in discretionary OCIO assets, $35.6 billion in advisory assets, and $2.4 billion in private wealth assets. Angeles Investments is 100% employee-owned, B Corp™ certified, and a PRI signatory, reflecting its commitment to responsible investment practices. The firm's leadership team boasts an average of over 25 years of industry experience, with key figures including CEO Howard Perlow and CIO Michael Rosen. Angeles Investments has been recognized as a Greenwich Best Investment Consultant among midsize advisors for eight consecutive years, underscoring its reputation for excellence in the investment consulting industry. The firm continues to expand its capabilities, recently launching the Angeles Private Investment Company (APIC) to enhance its private market offerings. APIC is led by CEO Derrick Cruz, who previously served as Head of Private Markets and a Partner at Angeles Investments. This strategic move aims to strengthen the firm's ability to deliver best-in-class private market assets to its diverse client base, which includes nonprofits, higher education institutions, independent schools, and corporate clients. Through its comprehensive approach and dedicated team, Angeles Investments remains a trusted partner for clients seeking innovative and effective investment solutions.