DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

A••••••• G••••• L••

Asset manager (funds and pooled vehicles)Beverly Hills, CaliforniaCRD 159677SEC 801-122278websiteIAPD
Latest filing Mar 28, 2026
First filing on the tape Aug 9, 2021 · 8 filings
SEC status approved since Sep 9, 2021
RAUM
$577M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$577M as of Mar 28, 2026
Mar 30, 2022$510M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 30, 20220 then
Employees (5.A)12 as of Mar 28, 2026
Mar 30, 202212 then
Private funds9 as of Mar 28, 2026
Mar 30, 20229 then
RAUM +8.4% over the last fiscal year+2.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 28, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$52.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+8.4%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$181,570, 4 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$577M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$181,570 for 4 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      12 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • M•••••• W••••••• T••••• · Chief Operating Officer / Chief Compliance Officercontrol
        since 05/2009 · owns less than 5%
      • T•••••• Y••••• •••• · Membercontrol
        since 08/2001 · owns 50% to 75%
      • W••••• D•••••• G••••• · Membercontrol
        since 08/2001 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      • A••••••• E••••••• M••••••••• I• L••
        pooled vehicle sponsory
      • A••••••• G•••• M••••••••• I•• L••
        pooled vehicle sponsory
      • A••••••• G•••• M••••••••• I••• L••
        pooled vehicle sponsory
      • A••••••• G•••• M••••••••• I•• L••
        pooled vehicle sponsory
      • A••••••• I•••••••• N•• F•••••• C•••••••• M••••••••• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 7 to 8
        Jan 9, 2026 to Mar 28, 2026
      • Assets in custody · $1.1M to $181,570
        Jan 9, 2026 to Mar 28, 2026
      • Discretionary RAUM · $532M to $577M
        Jan 9, 2026 to Mar 28, 2026
      • Pooled vehicle RAUM · $532M to $577M
        Jan 9, 2026 to Mar 28, 2026
      • RAUM · $532M to $577M
        Jan 9, 2026 to Mar 28, 2026
      • HQ city · LOS ANGELES to BEVERLY HILLS
        Mar 27, 2025 to Jan 9, 2026
      • Accounts · 14 to 11
        Jul 12, 2024 to Mar 27, 2025
      • Pooled vehicle clients · 14 to 11
        Jul 12, 2024 to Mar 27, 2025
      • Assets in custody · $41.0M to $1.1M
        Jul 12, 2024 to Mar 27, 2025
      • Employees · 11 to 12
        Jul 12, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Jul 12, 2024 to Mar 27, 2025
      • Discretionary RAUM · $544M to $532M
        Jul 12, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $544M to $532M
        Jul 12, 2024 to Mar 27, 2025
      • RAUM · $544M to $532M
        Jul 12, 2024 to Mar 27, 2025
      • Assets in custody · $5.8M to $41.0M
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $541M to $544M
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $541M to $544M
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $541M to $544M
        Mar 31, 2023 to Mar 28, 2024
      • Advisory employees · 6 to 7
        Mar 30, 2022 to Mar 31, 2023
      • Assets in custody · $5.9M to $5.8M
        Mar 30, 2022 to Mar 31, 2023
      • Employees · 12 to 11
        Mar 30, 2022 to Mar 31, 2023
      • Discretionary RAUM · $510M to $541M
        Mar 30, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $510M to $541M
        Mar 30, 2022 to Mar 31, 2023
      • RAUM · $510M to $541M
        Mar 30, 2022 to Mar 31, 2023
      • Assets in custody · $7.4M to $5.9M
        Aug 9, 2021 to Mar 30, 2022
      • Private funds · 18 to 9
        Aug 9, 2021 to Mar 30, 2022
      • Discretionary RAUM · $546M to $510M
        Aug 9, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $546M to $510M
        Aug 9, 2021 to Mar 30, 2022
      • RAUM · $546M to $510M
        Aug 9, 2021 to Mar 30, 2022
      Signals
      2 dated events
      • Ellen Paula Robins (Chief Financial Officer) no longer on Schedule A of A••••••• G••••• L•• (listed 2022-03-30, absent 2023-03-31)
        Mar 31, 2023 · Control person left · inference
      • A••••••• G••••• L•• filed its initial SEC registration (Form ADV)
        Aug 9, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/angeleno-groupreportedpublic record, Form ADV, Sep 18, 2026
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      310-552-2790reportedpublic record, Form ADV, Mar 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026