ANGELENO GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $576.5M |
| Discretionary | $576.5M100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $52.4M |
| Employees | 12 |
| Peak AUM | $576.5MMar 2026 |
| AUM CAGR | +0.9% /yrover 13 yrs · 19 filings |
AUM by Client Type
Total AUM
$577M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $577M | +8.4% | +2.1% | +3.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $576.5M |
| Discretionary | $576.5M |
| Employees | 12 |
| Client Accounts | 11 |
Contact & Location
Address
9884 S SANTA MONICA BLVD
BEVERLY HILLS CA 90212
Phone
310-552-2790
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$577M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm