Angeles Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to separately managed accounts for individual clients, including retirement accounts. It is a solo-advisor practice that implements asset allocation and security selection using individual equities as well as ETFs and mutual funds.
The firm’s portfolio manager focuses on long and short positions in U.S.-listed equities and actively trades equity options and other derivatives supported by fundamental analysis of SEC filings, competitor and industry research, and proprietary interviews. Portfolios may also hold cash and may use margin, leverage, and futures both for hedging and for opportunistic exposure.
Distinctively for a one-advisor independent firm, the adviser employs borrowing (margin) and derivatives inside its separately managed accounts, practices that are relatively uncommon among peers. The firm currently charges no advisory fees instead of a standard percentage-of-AUM model, and it maintains personal-trading controls (including pre-approval and timing limits) where related persons hold securities that the firm may trade.
Client services
Expertise
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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.
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