Angeles Investments is a multi-asset investment firm founded in 2001, providing outsourced CIO (OCIO) services and private wealth management. The firm manages $50 billion in assets as of June 2026, including $7.7 billion in discretionary OCIO mandates, $39.2 billion in advisory assets, and $3.1 billion in private wealth. Angeles builds customized portfolios for institutional clients and private wealth families across public and private markets. The firm operates as an independent, 100% employee-owned organization with offices in Santa Monica, New York, Houston, and Dallas. Angeles is a Certified B Corporation, a GIPS-compliant firm, and a PRI signatory. The firm has been recognized as a Greenwich Best Investment Consultant among midsize advisors for eight consecutive years.
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Howard D. Perlow
Chief Executive Officer
Michael A. Rosen
Chief Investment Officer
Sandra Kridel
Chief Administrative Officer & Partner
Nick Shaver
Chief Compliance Officer, Chief Operating Officer
Anna L. McGibbons
Head of Client Strategy & Partner
David R. Brief
Senior Managing Director & Partner
Sapna Shah
Senior Managing Director
Aaron M. Azelton
Senior Managing Director & Partner
Derek Kellman
Managing Director
Derrick Cruz
President & CEO of APIC