A
CRD: 338266
Angeles Family Office
$182.0M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
5 Employees
23 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 3
Office Locations
2626 Cole Avenue Suite 300 Dallas TX
429 Santa Monica Blvd Suite 650 Santa Monica CA
-- Snowmass CO
About Angeles Family Office
Angeles Family Office is a Santa Monica-based RIA with 3 offices. The firm has been operating for 0 years. Managing $182.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$91.0M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
0.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Geographic Focus
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
J
JASON RAMSAY OCLARAY
Owner
- CRD
- #3270425
- Ownership
- 25% but less than 50%
Available
Available
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ADAM BRYAN STERN
Owner
- CRD
- #2373185
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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A
ALLISON K FLUME
--
- CRD
- #4858431
Available
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Available
R
Ronda H. Lubin
Chief Financial Officer
- CRD
- --
Available
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Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,986,986 | $2,449,349 |
| Non-Discretionary | $132,986,573 | $645,566 |
| Total | $181,973,559 | $805,193 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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