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Key people at Angeles Investments.
Angeles Investments functions as an outsourced chief investment officer (OCIO) and private wealth manager, crafting customized, multi-asset investment solutions. The firm delivers institutional-grade portfolio management, integrating proprietary research, strategic implementation, and robust back-office support. This approach combines sophisticated advisory services with sound governance, seamlessly extending client capabilities.
Founded April 1, 2001, by Howard D. Perlow, Managing Member, and Anna L. McGibbons, a Partner, Angeles Investments recognized the need for elevated fiduciary guidance. They pioneered active management of complete investment portfolios, a concept now known as OCIO, emphasizing deeper accountability and sophisticated oversight for clients.
Angeles Investments serves institutions and high-net-worth individuals alongside family offices, providing sophisticated wealth management. The firm envisions being a globally recognized leader in investment program management, positively influencing clients and the industry. They are committed to being a steadfast partner, delivering exceptional service to help clients achieve their distinct financial objectives.
Key people at Angeles Investments.
Angeles Investments has 1 tracked investment across 1 company. The latest tracked deal is $71.0M Series C in LetsGetChecked in May 2020.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 1, 2020 | LetsGetChecked | $71.0M Series C | Illumina Ventures, Steven Tolle | Commonfund, Deerfield Management, Optum Ventures, Qiming Venture Partners USA, Transformation Capital |