Angeles Family Office: new SEC registration, $182M AUM, Santa Monica, CA
Angeles Family Office (Santa Monica, California): new SEC registration, $182M AUM, Santa Monica, CA. Its amount of 182 is above the median of 135 (65th percentile). Dated 301 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 182 · 65th percentile of 1,225 NewRiaPulse records · 1.3x the median
Free preview: all 10 published fields of this record are shown below. Locked: 165 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Angeles Family Office |
| Legal name | Angeles Family Office, LLC |
| CRD | 338266 |
| Status | Approved |
| Registered with the SEC | 2026-01-08 |
| Latest Form ADV filing | 2026-08-26 |
| Location | Santa Monica, CA, United States |
| Regulatory AUM | $181,973,559 |
| Accounts | 226 |
| Employees | 5 |
| amount percentile | 65th of 1,225 (median 135, 1.3x median) |
| Peer records CSV (166 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-08
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Angeles Family Office and 166 California peers
- California NewRiaPulse records like this one: 166
- Angeles Family Office's amount: 65th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $33,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $182M under management.
What is the NewRiaPulse record for Angeles Family Office in Santa Monica, California?
Angeles Family Office received SEC registration as an investment adviser (2026-01-08) with $181,973,559 in regulatory assets under management, based in Santa Monica, CA.
How does Angeles Family Office compare to other California NewRiaPulse records?
Its amount of 182 sits in the upper half (65th percentile) of 1,225 records; the median is 135. It is 301 days old; check the official source for later updates before acting.
Angeles Family Office vs. top 2 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Angeles Family Office | Santa Monica, CA | 182 | 65th | 2026-01-08 |
| Capital Synergy Partners | Irvine, CA | 102 | 13th | 2026-10-21 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.