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ANGELES EQUITY PARTNERS, LLC

LOS ANGELES, CA · CRD 281284 · IAPD ↗ · angelesequity.com · (310) 844-9200

$1.20BRegulatory AUM
28Advisory reps
30Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
July 2024 — ANGELES EQUITY PARTNERS, LLC moved its main office from SANTA MONICA, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
59
April 2024 — ANGELES EQUITY PARTNERS, LLC grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — ANGELES EQUITY PARTNERS, LLC crossed $1B in regulatory AUM ($895.0M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.