A
Angeles Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,108,809
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary investment management to separately managed accounts for individual clients, including retirement accounts, and focuses primarily on U.S.-listed equities and equity derivatives. It does not participate in wrap fee programs and currently charges no management fees.
Investment decisions are implemented by the firm’s portfolio manager and are driven by company-level fundamental research—SEC filings, earnings presentations, competitor and supplier analysis—supplemented by quantitative screens and proprietary industry interviews. Portfolios employ concentrated long and short positions in equities and equity options, with ETFs and mutual funds used for broader allocation, and the firm may use margin, borrowing, futures, and other derivatives for hedging or opportunistic trading.
Compared with typical investment-manager firms that primarily manage pooled or institutional assets, this firm operates its long/short, derivative-capable strategy through separately managed accounts for individuals and uses borrowing and derivatives inside those accounts—practices that are statistically uncommon for its peer group. The firm is small and founder-led, with a single portfolio decision-maker managing modest assets and not relying on a percentage-of-AUM fee model.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fee-only: Currently, Angeles charges no fees. Fees may be charged in the future but are not charged at this time.
Main office location
Angeles Partners LLC
Seattle WA, United States
Number of offices
1
Most active in
Angeles Partners LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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