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CRD 151090
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALFRED KITHONG LEE | n/a | ATLANTA, GA | 4 | 11 | 1 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ANGEL OAK REAL ESTATE INVESTMENT FUND III, LP | Hedge Fund | $1.6B | Jul 19, 2024 | 26 | Nov 23, 2021 | reported | 021-414046 |
| ANGEL OAK MORTGAGE FUND EU LLC | Hedge Fund | $486M | Mar 30, 2021 | 3 | Nov 17, 2020 | dropped | 021-335386 |
| ANGEL OAK STRATEGIC MORTGAGE INCOME FUND, LP | Hedge Fund | $388M | Feb 27, 2015 | 129 | Mar 30, 2012 | dropped | 021-168262 |
| ANGEL OAK MORTGAGE INCOME OPPORTUNITIES FUND LLC | Hedge Fund | $361M | Jul 19, 2024 | 35 | Nov 21, 2019 | reported | 021-345034 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND II, LP | Hedge Fund | $194M | Jul 19, 2024 | 24 | Mar 29, 2019 | reported | 021-320868 |
| ANGEL OAK STRATEGIC MORTGAGE INCOME MASTER FUND, LTD | Hedge Fund | $170M | Jul 19, 2024 | 79 | Mar 31, 2015 | reported | 021-168262 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND III-C LLC | Hedge Fund | $152M | Jul 19, 2024 | 11 | Aug 12, 2021 | reported | 021-392537 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND IV-C LLC | Hedge Fund | $141M | Jul 19, 2024 | 7 | Mar 30, 2022 | reported | 021-439298 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND II-C LLC | Hedge Fund | $124M | Jul 19, 2024 | 11 | Feb 4, 2020 | reported | 021-353185 |
| ANGEL OAK REAL ESTATE INVESTMENT FUND I, LP | Hedge Fund | $111M | Jul 19, 2024 | 69 | Mar 15, 2017 | reported | 021-266831 |
| ANGEL OAK BRIDGE LENDING FUND, LP | Hedge Fund | $70.5M | Aug 18, 2022 | 3 | Mar 29, 2019 | dropped | 021-314448 |
| ANGEL OAK STRUCTURED CREDIT OPPORTUNITY FUND - SERIES B | Hedge Fund | $47.3M | Feb 27, 2015 | 99 | Mar 30, 2012 | dropped | 021-121837 |
| ANGEL OAK DEBT RECOVERY FUND I, LP | Hedge Fund | $31.4M | Feb 27, 2015 | 93 | Mar 30, 2012 | dropped | 021-140095 |
| ANGEL OAK BFNS 2021-1, LP | Hedge Fund | $30.1M | Jul 19, 2024 | 4 | Mar 30, 2022 | reported | 021-403087 |
| ANGEL OAK STRUCTURED INCOME FUND I, LP | Hedge Fund | $23.5M | Jul 20, 2015 | 72 | Mar 30, 2012 | dropped | 021-140098 |
| MORTGAGE OPPORTUNITIES FUND I, LP | Hedge Fund | $18.7M | Jul 20, 2015 | 93 | Mar 30, 2012 | dropped | 021-144289 |
| M1 OPPORTUNITY FUND, LP | Hedge Fund | $13.2M | Mar 30, 2016 | 25 | Mar 31, 2015 | dropped | 021-199624 |
| ANGEL OAK FINANCIALS VALUE FUND, L.P. | Hedge Fund | $8.5M | Jul 19, 2024 | 10 | Nov 17, 2020 | reported | 021-380468 |
| ANGEL OAK FINANCIAL OPPORTUNITIES FUND, LP | Hedge Fund | $1.2M | Jul 19, 2024 | 11 | Mar 29, 2018 | reported | 021-287952 |
| ANGEL OAK PARTNERS FUND I, LLC | Hedge Fund | $338,459 | Jul 20, 2015 | 17 | Mar 30, 2012 | dropped | 021-131553 |
| ANGEL OAK STRUCTURED CREDIT OPPORTUNITY FUND - SERIES A | Hedge Fund | $0 | Feb 27, 2015 | 0 | Mar 30, 2012 | dropped | 021-121837 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANGEL OAK ASSET MANAGEMENT HOLDINGS, LLC | OWNER OF ANGEL OAK CAPITAL ADVISORS, LLC | E | yes | 01/2020 | Mar 30, 2020 | Jul 19, 2024 |
| ANGEL OAK COMPANIES, LP | OWNER OF ANGEL OAK ASSET MANAGEMENT HOLDINGS, LLC | E | yes | 01/2020 | Mar 30, 2020 | Jul 19, 2024 |
| COLOMBO, MICHAEL, JAMES | CHIEF RISK OFFICER | Na | yes | 12/2023 | Mar 26, 2024 | Jul 19, 2024 |
| Eldredge, William, Chase | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2022 | Oct 28, 2022 | Jul 19, 2024 |
| FIERMAN, MICHAEL, ALLEN | Owner | C | yes | 01/2020 | Mar 30, 2012 | Jul 19, 2024 |
| Gordon, David, William | CHIEF LEGAL OFFICER - PRIVATE STRATEGIES | Na | yes | 10/2022 | Mar 28, 2023 | Jul 19, 2024 |
| LANGLEY, ROBERT, ADAM | CHIEF OPERATING OFFICER | Na | yes | 02/2015 | Feb 27, 2015 | Jul 19, 2024 |
| PRABHU, SREENIWAS, VIKRAM | Owner | C | yes | 01/2020 | Mar 30, 2012 | Jul 19, 2024 |
| SAUNDERS, TIMOTHY, KING | GENERAL COUNSEL | Na | yes | 07/2023 | Mar 26, 2024 | Jul 19, 2024 |
| SINGH, MANMOHAN | CHIEF FINANCIAL OFFICER | Na | yes | 04/2023 | Mar 26, 2024 | Jul 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FALCONS I, LLC | n/a | Asset manager | $2.7B | N | yes | n/a |
| ANGEL OAK CAPITAL PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| ANGEL OAK CAPITAL PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAWKS I, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 6 | no |
| Bellevue | Wa | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $11B | $11B | 78 | 24 | 2 | 9 | n/a |
| 2024 | Apr 30, 2025 | $10B | $10B | 74 | 25 | 2 | 10 | n/a |
| 2023 | Mar 26, 2024 | $10B | $10B | 78 | 27 | 2 | 11 | $2.9B |
| 2022 | Mar 28, 2023 | $12B | $12B | 82 | 29 | 2 | 11 | $2.9B |
| 2021 | Mar 30, 2022 | $17B | $17B | 80 | 30 | 2 | 12 | $3.5B |
| 2020 | Mar 30, 2021 | $12B | $12B | 80 | 28 | 2 | 9 | $2.6B |
| 2019 | Mar 30, 2020 | $13B | $13B | 77 | 27 | 2 | 7 | $2.4B |
| 2018 | Mar 29, 2019 | $10B | $10B | 78 | 25 | 3 | 5 | $2.2B |
| 2017 | Mar 29, 2018 | $8.5B | $8.4B | 74 | 25 | 3 | 3 | $920M |
| 2016 | Mar 15, 2017 | $6.5B | $6.5B | 64 | 20 | n/a | 2 | $756M |
| 2015 | Mar 30, 2016 | $6.9B | $6.9B | 49 | 18 | n/a | 2 | $747M |
| 2014 | Mar 31, 2015 | $5.4B | $5.4B | 39 | 15 | n/a | 5 | $791M |
| 2013 | Mar 31, 2014 | $3.6B | $3.6B | 19 | 7 | n/a | 7 | $510M |
| 2012 | Mar 22, 2013 | $1.1B | $1.1B | 19 | 7 | n/a | 7 | $293M |
| 2011 | Mar 30, 2012 | $263M | $263M | n/a | n/a | n/a | 7 | $174M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $11B | $10B | 12.5% | $12B | -2.0% | 78 | 74 | 2 | 2 |