Angel Oak Capital Advisors provides investment advice to registered funds, private funds, and separately managed accounts. Angel Oak generally advises on mortgage-backed securities, collateralized loan obligations, asset-backed securities, corporate bonds, and government securities. Angel Oak's services are provided on a discretionary or non-discretionary basis.
Assets Under Management$10B
Clients32
Advisors1
Avg. per Client$320M
Avg. per Advisor$10B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Angel Oak manages investments for registered funds, private funds, and separately managed accounts. The fees vary depending on the type of account:
- U.S. Registered Funds: Management fees range from 0.016% to 1.35% of net assets or managed assets.
- Private Funds and 3(c)(5) Funds: Management fees range from 0.50% to 2.00%.
- Separately Managed Accounts: Management fees range from 0.10% to 1.10% (some accounts may have fees as low as 0.00% over certain asset thresholds).
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