Angel Oak Capital Advisors, LLC
Assets Under Management
$10.2B
Number of Clients
32
Number of Advisors
1
Average Client AUM
$319.2M
AUM per Advisor
$10.2B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Angel Oak offers investment advice on various asset classes, including mortgage-backed securities, CLOs, corporate bonds, and derivatives. Services are tailored based on client agreements, either discretionary or non-discretionary. They do not participate in wrap fee programs.
Fee Structure
Management fees vary depending on the type of account. U.S. Registered Funds pay between 0.016% and 1.35% annually. Private Funds pay between 0.50% and 2.00% annually. Separately Managed Accounts pay between 0.10% and 1.10% annually, with some accounts paying as low as 0.00% over certain asset thresholds. Fees are negotiable for Separately Managed Accounts and investors in Unregistered Funds. Some clients pay performance-based fees. Revenue and profit sharing agreements may also be in place.
Areas of Practice
Location
3344 Peachtree Road, Suite 1725, Atlanta, GA, 30326