DFX Intelligence
RIA Intelligence
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SEC-registered adviser
A•••••• E••••• P•••••••• L••
Latest filing Mar 27, 2026
First filing on the tape May 15, 2017 · 15 filings
SEC status approved since May 30, 2017
RAUM
$1.2B
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
30
28 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.2B as of Mar 27, 2026
Mar 29, 2018$349M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 30, 2022$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20180 then
Employees (5.A)30 as of Mar 27, 2026
Mar 29, 201810 then
Private funds10 as of Mar 27, 2026
Mar 29, 20185 then
RAUM +9.8% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $120MderivedRAUM 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
- +9.8%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
- 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• E••••• P••••••• I•• L••• | Private Equity Fund | $344M | 38 | Mar 30, 2022 |
| A•••••• E••••• P••••••• I•••• L••• | Private Equity Fund | $264M | 29 | Mar 30, 2022 |
| A•••••• E••••• P••••••• I• L••• | Private Equity Fund | $233M | 44 | Oct 21, 2015 |
| A•••••• E••••• P••••••• •••••••• B••••••• I• L••• | Private Equity Fund | $127M | 13 | Mar 24, 2016 |
| A•• G•••••• L• | Private Equity Fund | $42.8M | 15 | Mar 29, 2024 |
| A•• G•••••••• L• | Private Equity Fund | $41.6M | 8 | Mar 29, 2024 |
| A•••••• E••••• P••••••• I••••••• L••• | Private Equity Fund | $26.1M | 66 | Mar 30, 2023 |
| A•••••• E••••• P••••••• ••••••••• I• L••• | Private Equity Fund | $5.6M | 21 | Oct 21, 2015 |
| A•• N•• C••••••••• ••••••••• L••• | Private Equity Fund | $731,525 | 6 | Mar 24, 2016 |
| A•• N•• C••••••••• L••• | Private Equity Fund | $501,582 | 7 | Mar 24, 2016 |
Owners and control persons
Schedule A and B, latest filing
- C•••• A••••• A••••• · Chief Operating Officer & Chief Compliance Officercontrolsince 11/2014 · owns less than 5%
- K•••• D•••• P•••• · Co-Trustee Of J••••• & D••• K••• Family Trust Of 2006controlsince 10/2015 · owns less than 5%
- K•••• J•••••• W•••• · Co-Founder, Managing Member And Co-Trustee Of J••••• & D••• K••• Family Trust Of 2006controlsince 07/2014 · owns less than 5%
- M••••• S•••••• N•• · Co-Trustee Of S + T M•••• Family Trustcontrolsince 10/2015 · owns less than 5%
- M••••• T••••••• P••• · Co-Founder, Managing Member And Co-Trustee Of S + T M•••• Family Trustcontrolsince 07/2014 · owns less than 5%
Entity owners
- J••••• • D••• K••• F••••• T•••• O• 2••• D•••• S•••••••• 1• 2••• · Memberdirect · owns 50% to 75%
- S• • T• M•••• F••••• T•••• D•••• M•••• 2•• 2••• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- A•••••• E••••• G• I• L••pooled vehicle sponsorn
- A•••••• E••••• G• I•• L••pooled vehicle sponsorn
- A•••••• E••••• N•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 26 to 28Mar 28, 2025 to Mar 27, 2026
- Employees · 26 to 30Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.1B to $1.2BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMar 28, 2025 to Mar 27, 2026
- RAUM · $1.1B to $1.2BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 24 to 26Jun 25, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.1BJun 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BJun 25, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.1BJun 25, 2024 to Mar 28, 2025
- HQ city · SANTA MONICA to LOS A••••••May 28, 2024 to Jun 25, 2024
- Accounts · 8 to 10May 8, 2023 to Mar 29, 2024
- Advisory employees · 20 to 24May 8, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 10May 8, 2023 to Mar 29, 2024
- Employees · 22 to 26May 8, 2023 to Mar 29, 2024
- Private funds · 8 to 10May 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $895M to $1.1BMay 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $895M to $1.1BMay 8, 2023 to Mar 29, 2024
- RAUM · $895M to $1.1BMay 8, 2023 to Mar 29, 2024
- Accounts · 7 to 8Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 14 to 20Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 7 to 8Mar 30, 2022 to Mar 30, 2023
- Employees · 14 to 22Mar 30, 2022 to Mar 30, 2023
- Private funds · 7 to 8Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $512M to $895MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $512M to $895MMar 30, 2022 to Mar 30, 2023
- RAUM · $512M to $895MMar 30, 2022 to Mar 30, 2023
- Accounts · 5 to 7Mar 24, 2021 to Mar 30, 2022
- Advisory employees · 12 to 14Mar 24, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 7Mar 24, 2021 to Mar 30, 2022
- Employees · 12 to 14Mar 24, 2021 to Mar 30, 2022
- Private funds · 5 to 7Mar 24, 2021 to Mar 30, 2022
- Discretionary RAUM · $455M to $512MMar 24, 2021 to Mar 30, 2022
- HNW RAUM · unset to 0.0Mar 24, 2021 to Mar 30, 2022
- Individual RAUM · unset to 0.0Mar 24, 2021 to Mar 30, 2022
- Pension RAUM · unset to 0.0Mar 24, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $455M to $512MMar 24, 2021 to Mar 30, 2022
- RAUM · $455M to $512MMar 24, 2021 to Mar 30, 2022
- Advisory employees · 10 to 12Mar 25, 2020 to Mar 24, 2021
- Employees · 11 to 12Mar 25, 2020 to Mar 24, 2021
Signals
3 dated events
- A•••••• E••••• P•••••••• L•• reported RAUM $895.0M, up 75% from $512.0M (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- A•••••• E••••• P•••••••• L•• reported RAUM $455.2M, up 31% from $348.2M (2020-03-25 to 2021-03-24)Mar 24, 2021 · RAUM change · derived
- A•••••• E••••• P•••••••• L•• filed its initial SEC registration (Form ADV)May 15, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• E••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
- A•••••• E••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/angeles-equity-partners-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- A••••••EQUITY.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (310) 844-9200reportedpublic record, Form ADV, Mar 27, 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