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Angeles Investment Advisors, LLC

Founded in 2001, Angeles Investment Advisors LLC provides investment advice to institutions and select high net worth families and individuals.  Providing high quality investment advice is the firm’s only business. 

Leslie Kautz, Howard Perlow, and Michael Rosen founded Angeles in 2001 and are all active with the firm.  Previously, Ms. Kautz and Mr. Perlow were founding principals/owners of Asset Strategy Consulting.  Mr. Rosen joined Asset Strategy Consulting in 1997 and became a partner in the firm. 

Angeles has worked with some of its current clients since 1992, originally as Asset Strategy Consulting.  Throughout our history, the focus of the firm has been on providing sophisticated and relevant investment advice to leading institutions, with outstanding client service. 

Angeles is an independent firm, owned by seven of its employees, and has no corporate parent. 

Since its founding in 2001, Angeles has grown to over 50 clients representing approximately $30 billion in assets.  This total includes approximately $850 million in discretionary assets, with the remainder comprised of non-discretionary advisory assets. (For purposes of the Global Investment Performance Standards (GIPS), the $850 million represents the Angeles “GIPS Firm” and includes those client assets assigned to a performance composite and those excluded from the composites for trading or other restrictions.  The GIPS were promulgated by the CFA Institute as the industry standard for performance calculation and reporting.)