DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Angeles Equity Partners, LLC
Angeles Equity Partners, LLC
Private equity with venture activity · probableLos Angeles, CAangelesequity.comSEC registered investment adviser
registered adviser; venture funds are 0% of 10 private funds
Importance
47
elevated
Active deployment
30
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
15
moderate
Identity and regulatory footprint
- Headquarters
- Los Angeles, CAadviserinfo.sec.gov
- Office address
- 11150 SANTA MONICA BOULEVARD, SUITE 500, Los Angeles, CA, 90025adviserinfo.sec.gov
- Business phone
- (310) 844-9200adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 25, 2024
- Private funds reported
- 10 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $1.1Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.1Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 26
- Owners on Schedule A
- Jordan & Dori Katz Family Trust of 2006 Dated September 1, 2006 (Member), D; S + T Meyer Family Trust Dated March 27, 2009 (Member), D
- business email
- info@angelesequity.comangelesequity.compublished by the subject
- business phone
- (310) 844-9200adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
30 observed deals
Stated (the firm’s website)
- Sectors
- enterprise software, space, defense, logistics, industrial
- Stages
- not stated or not yet read
- Geography
- canada, europe, global, los angeles, uk
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 30
Funds and vehicles
5 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Angeles Equity Partners (parallel Blocked) I, L.P. | Feeder or parallel · ADV: Private Equity Fund | 2016 adv first reported | Harvest | $127M Jun 25, 2024 | 13 | unknown | unknown |
| AEP Nvh Co-Investors (parallel), L.P | SPV or co-invest vehicle · ADV: Private Equity Fund | 2016 adv first reported | Harvest | $731,525 Jun 25, 2024 | 6 | unknown | unknown |
| AEP Nvh Co-Investors, L.P. | SPV or co-invest vehicle · ADV: Private Equity Fund | 2016 form d first sale | Harvest | $501,582 Jun 25, 2024 | 7 | $2.6M of $2.6M | Feb 23, 2016 |
| Angeles Equity Partners I, L.P. | Fund · ADV: Private Equity Fund | 2015 form d first sale | Harvest | $233M Jun 25, 2024 | 44 | $360M of $360M | Feb 8, 2017 |
| Angeles Equity Partners (parallel) I, L.P. | Feeder or parallel · ADV: Private Equity Fund | unknown | Unknown | $5.6M Jun 25, 2024 | 21 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
38 current, 0 departed
Theodore Jaffrey
AssociateAssociate
Dori Paige Katz
Board or advisoryCo-Trustee Of Jordan & Dori Katz Family Trust Of 2006 · since Oct 1, 2015
Sandra Meyer
Board or advisoryCo-Trustee Of S + T Meyer Family Trust · since Oct 1, 2015
Jordan Katz
Founder or executiveCo-Founder &
Timothy Meyer
Founder or executiveCo-Founder &
Jordan Weber Katz
Managing partnerCo-Founder, Managing Member And Co-Trustee Of Jordan & Dori Katz Family Trust Of 2006 · since Jul 1, 2014
Timothy Paul Meyer
Managing partnerCo-Founder, Managing Member And Co-Trustee Of S + T Meyer Family Trust · since Jul 1, 2014
Adam Lerner
Operating partnerOperating Partner
Andrew Freedman
Operating partnerOperating Partner,
Matt Hively
Operating partnerOperating Partner
Peter Kurto
Operating partnerOperating Partner
Annie Chau
OtherChief Operating &
Chetan Bhandari
OtherHead of
Frank Spelman
OtherManaging
Kurt Hans
OtherHead of Tax
Tanner Pattee
OtherHead of
Michael Knapp
PartnerManaging Director, Head of Business Development
Sam Heischuber
PartnerManaging Director
Annie Chau
Platform and operationsChief Operating Officer & Chief Compliance Officer · since Nov 1, 2014
Eric Dunn
Platform and operationsVice President, Operations
Taylor Grushen
Platform and operationsOffice Manager
Chris Huetsch
PrincipalPrincipal
Edgar Friloux
PrincipalPrincipal
Freddie Briggs
PrincipalPrincipal,
Brandon Gold
Vice presidentVice President,
Derek Rush
Vice presidentVice President
Elizabeth Levin
Vice presidentVice President,
Eshang Saini
Vice presidentVice President,
Graham Repp
Vice presidentSenior Associate
Jim Temple
Vice presidentVice President
Kyle Huffman
Vice presidentVice President,
Michael Boehringer
Vice presidentSenior Associate
Michael Johnson
Vice presidentVice President,
Rachel Lee
Vice presidentVice President,
Rodger Yuan
Vice presidentVice President,
Steve Tamjidi
Vice presidentVice President, Business Development
Trent Ketterer
Vice presidentVice President
Winn Medlock
Vice presidentSenior Associate
Investments on record
30 edges, 30 companies, 0 partner-attributed
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
1 relationships from shared deals, counted for the whole firm
Limited partners
1 disclosed
Timeline
8 dated events
- Mar 24, 2016Angeles Equity Partners (parallel Blocked) I, L.P. first reported on Form ADV by Angeles Equity Partners, LLC (Private Equity Fund), GAV $8,635,308Fund first reported on Form ADVFundsFactAngeles Equity Partners (parallel Blocked) I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 24, 2016AEP Nvh Co-Investors (parallel), L.P first reported on Form ADV by Angeles Equity Partners, LLC (Private Equity Fund), GAV $1,519,324Fund first reported on Form ADVFundsFactAEP Nvh Co-Investors (parallel), L.PSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 24, 2016AEP Nvh Co-Investors, L.P. first reported on Form ADV by Angeles Equity Partners, LLC (Private Equity Fund), GAV $1,062,970Fund first reported on Form ADVFundsFactAEP Nvh Co-Investors, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 21, 2015Angeles Equity Partners, LLC first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 21, 2015Angeles Equity Partners I, L.P. first reported on Form ADV by Angeles Equity Partners, LLC (Private Equity Fund), GAV $84,720,308Fund first reported on Form ADVFundsFactAngeles Equity Partners I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 21, 2015Angeles Equity Partners (parallel) I, L.P. first reported on Form ADV by Angeles Equity Partners, LLC (Private Equity Fund), GAV $5,299,692Fund first reported on Form ADVFundsFactAngeles Equity Partners (parallel) I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 1, 2015Dori Paige Katz joined Schedule A of Angeles Equity Partners, LLC as Co-Trustee Of Jordan & Dori Katz Family Trust Of 2006
- Oct 1, 2015Sandra Meyer joined Schedule A of Angeles Equity Partners, LLC as Co-Trustee Of S + T Meyer Family Trust
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 10 private funds
Evidence
43 observations from 2 sources