Angeles Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Angeles Family Office reports 23 clients. They include 18 high-net-worth individuals, 4 corporations and other businesses, and 1 charitable organization. Of its assets, 26.9% ($49M across 20 accounts) are managed with discretion; $133M across 206 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 78% | 79% |
| Charitable organizations | 4% | 1% |
| Corporations and other businesses | 17% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 18 | $143M | 78.5% | $7.94M |
| Charitable organizations | Fewer than 5 | $2.55M | 1.4% | $2.55M |
| Corporations and other businesses | Fewer than 5 | $36.5M | 20.1% | $9.13M |
| Total | 23 | $182M | 100% | — |
- Clients
- 18
- Regulatory AUM
- $143M
- AUM share
- 78.5%
- Avg. per client
- $7.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.55M
- AUM share
- 1.4%
- Avg. per client
- $2.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $36.5M
- AUM share
- 20.1%
- Avg. per client
- $9.13M
Total
- Clients
- 23
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Angeles Family Office is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a fixed or hourly fee under a stand-alone engagement, individually negotiated.
- Retirement Plan Consulting
- Retirement plan consulting is a fixed project-based fee, individually negotiated for each plan sponsor.
Angeles Wealth Management, LLC owns 50% to 75% of Angeles Family Office and is in turn owned by Angeles Investment Advisors (50–75%) and Jonathan Foster (25–50%). The leadership team of Angeles Family Office includes Chief Compliance Officer Edward Lowndes. It has 5 employees, 2 of them in advisory roles.
Leadership
- Edward LowndesChief Compliance Officer
- Jason OclarayOwner
- Adam SternOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Angeles Family Office, LLC
Angeles Wealth Management, LLC
Control person · since September 2025
- Owns 50% to 75% of Angeles Wealth Management, LLC
Angeles Investment Advisors
Control person · since November 2011
- Owns 25% to 50% of Angeles Wealth Management, LLC
Jonathan Foster
Control person · since November 2011
- Owns 25% to 50% of Angeles Family Office, LLC
Jason Oclaray
Control person · since September 2025
- Owns 25% to 50% of Angeles Family Office, LLC
Adam Stern
Control person · since September 2025
Besides its headquarters, Angeles Family Office has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 3 states.
California · 1 listed address
- 429 Santa Monica BLVD, Suite 650, Santa MonicaHQ
New York · 1 listed address
- 375 Park Avenue, New York
Texas · 1 listed address
- 2626 Cole Avenue, Dallas
Contact and registration details
- Legal name
- Angeles Family Office, LLC
- Headquarters
- 429 Santa Monica BLVD, Suite 650, Santa Monica, CA 90401
- Website
- angelesfamilyoffice.com
- Phone
- 310-393-6300
- SEC file
- 801-134854
- Structure
- Delaware LLC
- Fiscal year end
- December
Angeles Family Office’s named custodian for separately managed accounts is Charles Schwab ($59.1M). Angeles Family Office has custody of $2.84M for 16 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $59.1M100%
At year end, Angeles Family Office’s separately managed accounts were mostly in funds (67%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds67%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash12%
How many clients does Angeles Family Office have?
Angeles Family Office has 23 clients and manages $182 million for them, as of August 2026. They include 18 high-net-worth individuals, 4 corporations and other businesses, and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Angeles Family Office offer?
Angeles Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Angeles Family Office use?
Angeles Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $59.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Angeles Family Office have?
Angeles Family Office has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Angeles Family Office invest in?
At the end of its last fiscal year, Angeles Family Office’s separately managed accounts held 67% pooled vehicles (private funds and similar), 16% exchange-traded equities, 12% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Angeles Family Office?
Angeles Family Office is owned through a holding company by Jonathan Foster and Angeles Investment Advisors. Its direct owners are Angeles Wealth Management, LLC (50% to 75%), Jason Oclaray (25% to 50%) and Adam Stern (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Angeles Family Office get paid?
Angeles Family Office is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Angeles Family Office?
Angeles Family Office’s main office is at 429 Santa Monica BLVD, Suite 650, Santa Monica, CA 90401. Its phone number is 310-393-6300. Its website is angelesfamilyoffice.com.