DFX Intelligence
Angeles Investment Advisors, LLC
Institutional manager
3 more advisory clients and 13 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
38
filed Jul 30, 2026
ADV institutional RAUM
$2.8B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$6.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.39; discretionary RAUM $6.0B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Aecom Pension Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
- URS Federal Services, Inc. Employees Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- The San Diego Union-Tribune LLC Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
1 allocator
- Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies Trusteethrough Dec 31, 2022
Schedule C rows
16 rows, $3.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employees Retirement Plan of Hajoca Corporation | 2024 | 28 50 | NONE | $521,186 |
| Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. | 2024 | 27 28 50 | NONE | $420,032 |
| Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies | 2024 | 21 50 | NONE | $7,228 |
+13 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Form ADV readings
Form ADV readings
- charity clients 32 Jul 30, 2026 reported
- institutional clients 38 Jul 30, 2026 reported
- pension plan clients 6 Jul 30, 2026 reported
- raum discretionary $6.0B Jul 30, 2026 reported
- raum institutional $2.8B Jul 30, 2026 reported
- raum total $7.3B Jul 30, 2026 reported
What changed
- Angeles Investment Advisors, LLC no longer appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Angeles Investment Advisors LLC no longer appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Angeles Investment Advisors, LLC no longer appears on URS Professional Solutions Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Angeles Investment Advisors, LLC no longer appears on URS Government Services Group Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Angeles Investment Advisors no longer appears on URS Federal Services, Inc. Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Angeles Investment Advisors, LLCaskebsa.dol.gov