Investment adviser · CRD 159677

ANGELENO GROUP, LLC

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Mar 28, 2026

Regulatory AUM
$577M
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles11$576,509,043100.0%
Filing source

Form ADV 2080485 · Mar 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

12 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ANGELENO INVESTORS III, LPVenture Capital Fund · Last reported Mar 28, 2026$265MGross asset value

Form D fundraising filings

Angeleno Investors III, L.P.

Feeder funds

  • ANGELENO INVESTORS III-F (CAYMAN), L.P.
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian JP MORGAN CHASE BANK BOSTON, Massachusetts, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Custodian UBS FINANCIAL SERVICES INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

JP MORGAN CHASE BANK
LEI YWC0TIKBQM2JV8L4IV08

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

UBS FINANCIAL SERVICES INC.
LEI ETYRV6ORNFJB5NONI676

Fund details & source
Fund ID
805-6054193419
Reported beneficial owners
64
Minimum commitment
$1M
Form D file number
021-129450

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO INVESTORS IV, LPVenture Capital Fund · Last reported Mar 28, 2026$186MGross asset value

Form D fundraising filings

Angeleno Investors IV, L.P.

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-2427417309
Reported beneficial owners
27
Minimum commitment
$10M
Form D file number
021-405022

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO GLOBAL EQUITIES, LPHedge Fund · Last reported Mar 28, 2026$104MGross asset value

Form D fundraising filings

Angeleno Global Equities, L.P.

Feeder funds

  • ANGELENO GLOBAL EQUITIES CAYMAN LTD
Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP LOS ANGELES, California, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHNREZNICK LLP
PCAOB 596

GOLDMAN SACHS & CO. LLC
SEC 8-129

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-7076651632
Reported beneficial owners
55
Minimum commitment
$1M
Form D file number
021-251287

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO INVESTORS II, LPVenture Capital Fund · Last reported Mar 28, 2026$19.9MGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian J.P. MORGAN SECURITIES LLC BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-4241584954
Reported beneficial owners
60
Minimum commitment
$1M
Form D file number
021-87685

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO INVESTORS NEW FORESTS CO-INVEST LPVenture Capital Fund · Last reported Mar 28, 2026$1.11MGross asset value
Auditor COHNREZNICK LLP LOS ANGELES, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-6812027837
Reported beneficial owners
9
Minimum commitment
$250K

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO GROUP INVESTORS IV, LLCVenture Capital Fund · Last reported Mar 28, 2026$179KGross asset value

Form D fundraising filings

Angeleno Group Investors IV, LLC

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA LLP LOS ANGELES, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA LLP
PCAOB 243

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-2303044455
Reported beneficial owners
39
Minimum commitment
$100K
Form D file number
021-405018

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANGELENO GROUP INVESTORS III, LLCVenture Capital Fund · Last reported Mar 28, 2026$1.84KGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA LLP LOS ANGELES, California, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA LLP
PCAOB 243

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-2567190583
Reported beneficial owners
40
Minimum commitment
$100K
Form D file number
021-73089

Form ADV 2080485 · Mar 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

9884 S SANTA MONICA BLVD
BEVERLY HILLS, CA, 90212, United States

CRD 159677

Filing source

Form ADV 2080485 · Mar 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.