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Angeleno Group, LLC
SEC-regulated
Registered investment advisor
Angeleno Group, LLC is a registered investment adviser founded in 2001 and based in Los Angeles, California. The firm primarily focuses on providing discretionary investment advisory services to pooled investment vehicles, with a specialization in clean energy and climate solutions businesses. The firm is owned by Yaniv Tepper and Daniel Weiss and is affiliated with entities that serve as the general partners to each fund. Angeleno manages approximately $532,036,546 in client assets on a discretionary basis as of December 31, 2024.
For clients interested in investing with Angeleno, the firm requires a significant minimum capital commitment, as detailed in each fund's Governing Documents. Fees associated with investments in the funds include management fees deducted semi-annually or quarterly in advance, performance-based fees, and side-by-side management fees. The firm does not participate in wrap fee programs.
Angeleno has a Code of Ethics in place to ensure fair and ethical business practices, and the firm's investment personnel meet regularly to review and consider the funds' holdings and potential transactions. The firm has no disciplinary events in the past ten years and does not receive economic benefits from third parties related to managing the funds. Angeleno has custody of fund assets and complies with the Custody Rule by subjecting the funds to annual audits and distributing audited financial statements to investors.
The firm has discretionary authority to manage the funds and votes proxies in the best interest of each fund, often relying on an independent third-party proxy voting service. Angeleno has no financial commitments impairing its ability to meet contractual and fiduciary commitments and has not been subject to bankruptcy proceedings.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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