A complete list of active advisors currently associated with Angeles Partners LLC

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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.

To learn more about the advisors currently working at Angeles Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.