Angeles Equity Partners, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 10
- Avg AUM / client
- $120M
- Accounts
- 10
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.2B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Angeles Equity Partners Ii, L.P. | Private Equity Fund | Delaware | $344M | 38 |
| Angeles Equity Partners Ii A, L.P. | Private Equity Fund | Delaware | $264M | 29 |
| Angeles Equity Partners I, L.P. | Private Equity Fund | Delaware | $233M | 44 |
| Angeles Equity Partners (Parallel Blocked) I, L.P. | Private Equity Fund | Delaware | $127M | 13 |
| Aep Galaxy, Lp | Private Equity Fund | Delaware | $42.8M | 15 |
| Aep Galaxy A, Lp | Private Equity Fund | Delaware | $41.6M | 8 |
| Angeles Equity Partners Ii Exec, L.P. | Private Equity Fund | Delaware | $26.1M | 66 |
| Angeles Equity Partners (Parallel) I, L.P. | Private Equity Fund | Delaware | $5.6M | 21 |
| Aep Nvh Co Investors (Parallel), L.P. | Private Equity Fund | Delaware | $732K | 6 |
| Aep Nvh Co Investors, L.P. | Private Equity Fund | Delaware | $502K | 7 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katz, Jordan, Weber | Co Founder, Managing Member And Co Trustee Of Jordan & Dori Katz Family Trust Of 2006 | Jul 2014 (12y) | Less than 5% | |
| Meyer, Timothy, Paul | Co Founder, Managing Member And Co Trustee Of S + T Meyer Family Trust | Jul 2014 (12y) | Less than 5% | |
| Chau, Annie, An Nei | Chief Operating Officer & Chief Compliance Officer | Nov 2014 (12y) | Less than 5% | |
| Katz, Dori, Paige | Co Trustee Of Jordan & Dori Katz Family Trust Of 2006 | Oct 2015 (11y) | Less than 5% | |
| Meyer, Sandra, Nmn | Co Trustee Of S + T Meyer Family Trust | Oct 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| S + T Meyer Family Trust Dated March 27, 2009 | Member | Oct 2015 | A | 50% – 75% |
| Jordan & Dori Katz Family Trust Of 2006 Dated September 1, 2006 | Member | Oct 2015 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Angeles Equity Partners Ii, L.P. | Private Equity Fund | $344M | $10.0M | 38 |
| Angeles Equity Partners Ii A, L.P. | Private Equity Fund | $264M | $10.0M | 29 |
| Angeles Equity Partners I, L.P. | Private Equity Fund | $233M | $10.0M | 44 |
| Angeles Equity Partners (Parallel Blocked) I, L.P. | Private Equity Fund | $127M | $10.0M | 13 |
| Aep Galaxy, Lp | Private Equity Fund | $42.8M | $0 | 15 |
| Aep Galaxy A, Lp | Private Equity Fund | $41.6M | $0 | 8 |
| Angeles Equity Partners Ii Exec, L.P. | Private Equity Fund | $26.1M | $0 | 66 |
| Angeles Equity Partners (Parallel) I, L.P. | Private Equity Fund | $5.6M | $10.0M | 21 |
| Aep Nvh Co Investors (Parallel), L.P. | Private Equity Fund | $732K | $0 | 6 |
| Aep Nvh Co Investors, L.P. | Private Equity Fund | $502K | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗