Buyer's Guide
Angeles Investment Advisors
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 2002 |
| Number of relationship managers/sales people | 9 |
| Number of portfolio managers | 10 |
| OCIO percentage of total firm revenue | |
| AUM full discretion | |
| Number of full discretionary clients |
Discretionary assets by fund type
| Defined Benefit | $469.8M |
| 401(k), 403(b), other DC | $104.1M |
| Endowments/Foundations | $1.718B |
| Health Care Pools* | $375.4M |
| Other | $775.1M |
| *Board designated, funded depreciation. | |