The ANGEL OAK CAPITAL ADVISORS, LLC is a publicly held investment adviser that advises $19.81Bn in regulatory assets under management held in 1 SEC fund types across 5 investment strategies. ANGEL OAK CAPITAL ADVISORS, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 54.03% over the last 5-years.
The Group has been registered with the SEC for 16.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 3344 PEACHTREE ROAD SUITE 1725, ATLANTA, GA. The Group has been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 74 employees comprised of 25 investment and 49 non-investment staff. The total number of Employees decreased by 3.9% over the last 5-years.
Their $19.81Bn in assets advised are owned by 14 private funds, 11 public funds and BDCs and 9 other accounts. Assets of Investment Companies (IC) clients own $13.08Bn or 66.04% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $4.18Bn or 21.1% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Real Estate and FI/Credit - Asset Backed Securities, representing 74.67%, 22.11% and 2.79% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 4 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ANGEL OAK CAPITAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In ANGEL OAK CAPITAL ADVISORS, LLC's case, they have 19 business conditions that require high process maturity and 1 Watch Factors.