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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: US National / Multi-State HQ: Santa Monica, CA

Angeles Investment Advisors

$6.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($423.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Infrastructure, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
27
5 Open Source Trails Below
Sum of Disclosed Rows
$423.8M
Total AUM: $6.0B
Median Disclosed Amount
$12.8M
Range: $5.0M – $32.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Angeles Investment Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
PSG Europe II, L.P.Adviser 7.B Vehicle Growth Equity 2025
$32.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Astorg VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$31.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2025
$27.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield REF IVAdviser 7.B Vehicle Private Equity 2023
$24.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Brookfield SREP IIAdviser 7.B Vehicle Private Equity 2023
$17.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Angeles Investment Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Angeles Investment Advisors (OCIO / Wealth RIA, $6.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $107.9M Unallocated Target Bandwidth). SEC Form ADV (801-60042, CRD #110213) verified $6.00B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Angeles Investment Advisors

981 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Angeles Investment Advisors (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG Europe II (2023 Vintage)
Angeles Investment Advisors: $32.6M · SEC Form ADV 7.B
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $41.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield REF IV (2023 Vintage) · Brookfield SREP II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield REF IV (2023 Vintage)
Angeles Investment Advisors: $24.2M · SEC Form ADV 7.B
Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool: $18.8M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield SREP II (2023 Vintage) · Brookfield SREP I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Downers Grove Glacier Peak Langley Mutual & Casualty Insurance General Account

Insurance Company Downers Grove, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SREP II (2023 Vintage)
Angeles Investment Advisors: $17.5M · SEC Form ADV 7.B
Downers Grove Glacier Peak Langley Mutual & Casualty Insurance General Account: $106.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield REF IV (2023 Vintage) · Brookfield SREP I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+978 Additional Institutional LPs Report Shared Vehicles with Angeles Investment Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Angeles Investment Advisors

You are viewing 5 open public preview records (out of 27 total tracked records for Angeles Investment Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (981 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Angeles Investment Advisors

Buyout LPs →Private Equity LPs →Private Credit LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Angeles Investment Advisors

What type of institutional allocator is Angeles Investment Advisors and what is their typical disclosed ticket size?

Angeles Investment Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: US National / Multi-State; Headquarters: Santa Monica, CA). Across 27 historical disclosure records tracked on Prilago ($423.8M total parsed USD across disclosed rows), the median disclosed amount is $12.8M (range: $5.0M to $32.6M).

Which private-market strategies appear in Angeles Investment Advisors's public disclosures?

Angeles Investment Advisors has disclosed records across Buyout, Private Equity, Private Credit, Infrastructure, Growth Equity. Open preview records include PSG Europe II, L.P. (2025 Vintage), Astorg VIII, L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage), Brookfield REF IV (2023 Vintage).

How are Angeles Investment Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Angeles Investment Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Angeles Investment Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/angeles-investment-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Angeles Investment Advisors?

In Prilago's bilateral commitment graph, Angeles Investment Advisors shares resolved underlying fund vehicles with 981 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (12 shared vehicles, e.g. PSG Europe II (2023 Vintage)), Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool (11 shared vehicles, e.g. Brookfield REF IV (2023 Vintage)), Downers Grove Glacier Peak Langley Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Brookfield SREP II (2023 Vintage)).

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