{"url":"https://nivawealth.com/firms/angeles-family-office-338266","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338266","regulatoryAum":181973559,"crd":"338266","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4858431","suffix":null,"lastName":"FLUME","firstName":"ALLISON","middleName":"K"},{"crd":"3270425","suffix":null,"lastName":"OCLARAY","firstName":"JASON","middleName":"RAMSAY"},{"crd":"2373185","suffix":null,"lastName":"STERN","firstName":"ADAM","middleName":"BRYAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134854","legalName":"Angeles Family Office, LLC","displayName":"Angeles Family Office","slug":"angeles-family-office-338266","website":"https://angelesfamilyoffice.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":36517665}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting is a fixed or hourly fee under a stand-alone engagement, individually negotiated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056177","versionId":1056177,"submittedOn":"2026-08-26","documentName":"AFO ADV 2A OTAA 8.26.26"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is a fixed project-based fee, individually negotiated for each plan sponsor.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056177","versionId":1056177,"submittedOn":"2026-08-26","documentName":"AFO ADV 2A OTAA 8.26.26"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:08:54.140171+00:00","documents":[{"name":"AFO ADV 2A OTAA 8.26.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056177","versionId":1056177,"submittedOn":"2026-08-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":59149129}],"custodyNote":"Angeles Family Office has custody of $2.84M in client assets for 16 clients.","otherCustodians":[],"leadership":[{"name":"Edward Lowndes","title":"Chief Compliance Officer","crd":"2778193"},{"name":"Jason Oclaray","title":"Owner","crd":"3270425"},{"name":"Adam Stern","title":"Owner","crd":"2373185"}],"ownership":[{"label":"Angeles Wealth Management, LLC","detail":"Owner in the 50% to 75% ownership band and a control person, since September 2025."},{"label":"Jason Oclaray","detail":"Owner in the 25% to 50% ownership band and a control person, since September 2025."},{"label":"Adam Stern","detail":"Owner in the 25% to 50% ownership band and a control person, since September 2025."},{"label":"Jonathan Foster","detail":"Indirect owner: a managing member of Angeles Wealth Management, LLC in the 25% to 50% band and a control person, since November 2011.","parent":"Angeles Wealth Management, LLC"},{"label":"Angeles Investment Advisors","detail":"Indirect owner: a member of Angeles Wealth Management, LLC in the 50% to 75% band and a control person, since November 2011.","parent":"Angeles Wealth Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":1},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"429 Santa Monica BLVD, Suite 650","city":"Santa Monica","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"375 Park Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"2626 Cole Avenue","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-393-6300","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":67},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":0},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338266/PDF/338266.pdf","brochureDate":"26 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056177","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Angeles Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Angeles Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Angeles Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Angeles Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Angeles Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Angeles Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Angeles Family Office get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Angeles Family Office?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}